Financial Planning/Advice:
| Initial Consultation | *$400 |
| Financial Checkup | $750 |
| Initial Plan Development Fee: | |
| Accumulation Plan | *$1,000 |
| Retirement Income Plan | $1,500 |
| Ongoing Financial Planning Engagements: | |
| Ongoing Planning Fee | $199 - $499/month |
*Waived if client enters into Financial Planning Agreement
Investment Advisory/Asset Management:
| Managed Accounts: | |
|---|---|
| $25,000 - $49,999 | 1.50% |
| $50,000 - $249,999 | 1.25% |
| $250,000 - $999,999 | 1.00% |
| $1,000,000+ | Negotiable Flat Fee |
Wealth Management:
| Combination and Implementation: | |
|---|---|
| Financial Planning and Investment Advisory Services** | $500 - $4,000/month |
** Wealth Management Clients do not pay AUM fees on assets managed by the firm