Financial Planning - These fees cover all meetings and time to develop your financial plan. Fees range from $2,000 to $5,000 depending on the complexity of each client situation. Client circumstances are evaluated in the introductory meeting and a fixed Financial Planning Fee is quoted before any work begins.
Ongoing Asset Management and Planning – These fees cover all ongoing services provided on an ongoing basis, including asset management, planning reviews, tax planning meetings, and other financial issues that arise throughout the year. They are based on the following schedule. Your specific ongoing fees will be quoted after the introductory meeting. Fees are fixed for the full year and payable after each calendar quarter.
- First $1,000,000 – 1.00% to 1.50%
- Next $1,000,000 - 0.75% to 1.25%
- Over $2,000,000 - 0.50% to 1.00%
(Minimum annual fee, $3,000)