Fee Schedule


Our financial planning fees are calculated and charged on a fixed fee basis and are typically collected monthly or quarterly. Our fee includes financial planning, investment management, My Deferred Compensation Manager®, and tax services. We do not have a minimum investment account size.

Fees start at $349 per month, depending on the complexity of the client’s financial affairs. Some of the factors that determine the financial planning fee include:

  • Amount of financial planning required
  • Net worth
  • Life Stage
  • Number and type of investment Accounts
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