Pricing-img pricing
Our Transparent Pricing.
No commissions and no hidden costs. Just one flat fee based on the service you need.
Assets Under Management – Annual Advisory Fee:
$0 – $1,000,000 : 1.00 %
$1,000,001 – $2,500,000 : 0.85%
$2,500,001 – $5,000,000 : 0.70%
$5,000,001 – $10,000,000 : 0.55%
$10,000,001 – $15,000,000 : 0.40%
Over $15,000,000 : Custom
The advisory fee is a blended tier. For example, for assets under management of $1,500,000, you would pay 1.00% on the first $1,00,000 and 0.85% on the remaining balance. The monthly fee is determined by the following calculation: (($1,00,000 x 1.00%) + ($500,000 x 0.85%)) ÷ 12 = $1,187.50.
Hourly Advising
Topics we Advise On:
- Retirement Planning
- Budgeting
- Investment Portfolio Analysis
- Cash Flow Planning
- Employer Benefits
- Stock Compensation
- Tax Planning
- Insurance Reviews
- Estate Planning
- Expense Planning
- Inheritance Planning
$499/hour
what are you waiting for? Don’t make your financial decisions alone.
what are you waiting for?
Don’t make your financial decisions alone.
Work with a flat-fee financial advisor and get the answers you need, without the hassle.