Fee Schedule

FINANCIAL PLANNING FEES

Our financial planning fees are charged on a flat fee basis and are typically collected monthly or quarterly. Our fee includes financial planning, investment management, My Deferred Compensation Manager®, and tax services.

Our minimum fee is $2,000 per quarter and is based on the complexity of the client’s affairs. Factors considered in setting the financial planning fee include:

  • Amount of financial planning required
  • Net worth
  • Real estate ownership
  • Trust arrangements
  • Life Stage
  • Number and type of investment Accounts
  • Business interests
  • Complexity of taxes
↑ Top of Page