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Advisory Services Fees

Advisory Services

Fee Schedule

 


OPTION 1: Comprehensive Planning and Portfolio Management:

  • Comprehensive financial plan creation and implementation, including:
    • Plan feasibility analysis
    • Social Security analysis
    • Cash flow analysis
    • Risk Management
    • Estate planning and charitable distribution planning
    • Tax and income distribution strategies
  • Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
  • Unlimited phone, email and virtual meeting availability for financial questions and updates
  • Availability for two semi-annual plan update meetings
  • Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking
  • Investment Policy Statement (IPS)
  • Dynamic portfolio allocation aligned to plan goals

Fee Schedule

Program Assets Annual Advisory Fee (Tiered)*
First $500,000
1.25%
Next $500,000
0.95%
Next $1,000,000
0.75%
Assets above $2,000,000
0.60%
*Platform and fund expenses not included in advisory fee. Minimum annual portfolio management fee of $5000, no separate charge for planning services.


OPTION 2: Comprehensive Planning without Portfolio Management

  • Comprehensive financial plan creation and implementation, including:
    • Plan feasibility analysis
    • Social Security analysis
    • Cash flow analysis
    • Risk Management
    • Estate planning and charitable distribution planning
    • Tax and income distribution strategies
  • Ongoing plan monitoring and adjustments to: life, goals, market, tax and law changes
  • Unlimited phone, email and virtual meeting availability for financial questions and updates
  • Availability for two semi-annual plan update meetings
  • Online access to core financial plan system, including: goals tracking, centralized account feed, secure online vault and cash flow tracking

Annual Fee
Plans start at $5000 per year, and increase depending on plan complexity - Quote provided after Discovery Meeting



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