Financial Planning + Asset Management

The fee for services consists of three parts:

  1. A one-time fee of $1,500 for individuals ($2,200 for couples) due upon execution of the Financial Planning Agreement,
  2. $150/month for individuals ($200/month for couples) thereafter for ongoing support and implementation of the plan, and
  3. An asset management fee of 0.75%, billed quarterly (25% of the total amount), which is applicable only to amounts in excess of $250,000.

Do you have less than $250,000? No problem, we'll still manage the money for you. There just won't be an extra fee until you've passed the $250,000 threshold.

For example, let's say we're working together and you have $500,000 that you need help managing. Here's a breakdown of the fees:

Year One = $5,175 for individuals, $6,475 for couples

  1. A one-time fee of $1,500 for individuals ($2,200 for couples) +
  2. $150/month for individuals ($200/month for couples) thereafter +
  3. An asset management fee of $1,875 ($250,000 X 0.75%) broken into four quarterly payments of $468.75

Subsequent Years = $3,675 for individuals, $4,275 for couples

  1. $150/month for individuals ($200/month for couples) thereafter +
  2. An asset management fee of $1,875 ($250,000 X 0.75%) broken into four quarterly payments of $468.75