Schedule of Fees
Financial Planning Services
Services involve developing written strategic plans to address specific challenges and/or reach specific goals depending on family needs. There is a one-time fee charged for initial plan development. The base fee for an initial plan that includes 2-3 areas of analysis is between $500 and $1,000. Fees for more comprehensive plans depend upon the complexity and scope of the analysis and required ongoing services. A typical comprehensive plan that addresses three or more areas of planning ranges from $1,000 to $2,500.
Investment Advisory Services
Our services are usually limited to those with a minimum of $100,000 to place under management. After completing an Investment Policy Statement, we will implement, manage and re-evaluate your portfolio on an ongoing basis. This includes tracking of portfolio holdings, interest, dividend payments, capital gains, and overall portfolio performance. We meet periodically to review your current situation, evaluate your portfolio’s current allocation vs. its target, and discuss recommended adjustments. Fees are calculated as a percentage of assets under management usually starting at 1% with a minimum annual fee of $1,000.
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