Initial Planning Engagement
After our initial meeting and once we’ve had time to analyze your financial situation, we will generate a quote for services and provide you this quote during a second meeting. We determine the amount of hours anticipated to finish the initial engagement and multiply those hours by our hourly rate range of $250 to $350.
Wealth Management Client
As a wealth management client, we charge a complexity-based fee and/or an assets-under-management fee.
For portfolio’s less than $1.0M, we charge a complexity-based fee and if we are managing assets, an assets-under-management fee. Complexity-based fees are determined on a case-by-case situation and can range from $2,400 to over $25,000 per year. Our assets-under-management fee schedule is below.
For portfolio’s greater than $1.0M, our fee structure is based on assets-under-management.
Assets-Under-Management Fee Schedule:
|Asset range||Fee %|
|$ $ 3,000,000||0.85%|
|$ 3,000,001 $ 5,000,000||0.65%|
|$ 5,000,001 $ 10,000,000||0.45%|