The financial industry has made fees mysterious and sometimes impossible for clients to discern. It’s very simple; if fees are not absolutely transparent you are probably paying too much. There are many great ways to minimize the cost of investing. The method of compensation should be clear to you before you sign our financial planning agreement.
| Your Managed Assets | Our Rates |
|---|---|
| $1 – $250,000 | 1.00% |
| $250,001 – $1,000,000 | 0.85% |
| $1,000,001 – $3,000,000 | 0.75% |
| $3,000,001 – $5,000,000 | 0.65% |
| $5,000,001 – $10,000,000 | 0.50% |
| $10,000,001 and Above | Negotiable |
For those clients that choose to hire us as to manage their investment assets and include financial planning, our fees are based on a percentage of the assets we manage for that client, calculated on a tiered basis.