Investment Management & Ongoing Financial Planning – $300,000 +:
For those with $300,000 or greater in assets under management, a blended fee applies:
- First $2,000,000: 1%
- Greater than $2,000,000: 0.5%
Figures represent annual pricing, prorated quarterly.
Investment Management & Ongoing Financial Planning – Under $300,000:
For those with under $300,000 in assets under management, the following fees apply:
- $250 to $500 monthly, based on financial goals and situation