How Much Does It Cost?
Comprehensive Financial Planning With Investment Management
After an initial engagement fee of $3,000**
The annual financial planning fee is $4,800.
The Investment Management fee for this service is 0.6%.
There is no minimum asset requirement. The minimum annual fee for investment management is $4,000.
** The engagement fee is waived if you begin a comprehensive planning agreement within two months of completing a Retirement Assessment.
click the button above to learn more about the assessment
Client Example
with $1,000,000 of investment assets
Investment Fee
$6,000
Annual Financial Planning Fee
$4,800
Total Fee
$10,800
Investment Management Only
After an initial engagement fee of $3,000, the annual fee is 0.75% of assets under management.
For example, we charge a fee of $7,500 per year on a portfolio of $1,000,000
There is no minimum asset requirement. The minimum annual fee for investment management is $6,000.
This service does not include financial planning beyond establishing an appropriate portfolio allocation for your financial situation.
Financial Planning Only
After an initial engagement fee of $3,000**
We charge an annual fee of $7,500.
This service does not include investment management.
** The engagement fee is waived if you begin a comprehensive planning agreement within two months of completing a Retirement Assessment.
click the button above to to learn more about the assessment
