Fee Schedule
Fee Schedule
Clients have found that our advisory services save them money on an
ongoing basis, through reduced investment purchase and management
costs, income tax savings, and improved financial decision-making. We
provide a wide selection of advisory and financial planning services
personally tailored to meet your needs.
Our process is to start with an in-depth comprehensive plan in which your
areas of interest and concern will be addressed. We will also provide a
financial plan for clients seeking a one-time only evaluation. The cost will
depend upon the scope of your financial planning needs. In an
engagement letter after our initial interview with you, we will provide a
proposed fee for the work you would like us to complete.
I. PERSONAL FINANCIAL PLANNING
Financial planning areas we address:
Fees for an in-depth comprehensive financial plan typically range from
$2,000 to $10,000 depending on the complexity and areas addressed.
Fees are based on $150/hour for CFP® partner time. NOTE: We provide
specific investment advice to our Asset Management clients with whom we
establish an ongoing relationship. (See Asset Management information
below.) This level of investment advice is not offered to clients who
contract with us for financial planning only.
Clients have found that our advisory services save them money on an
ongoing basis, through reduced investment purchase and management
costs, income tax savings, and improved financial decision-making. We
provide a wide selection of advisory and financial planning services
personally tailored to meet your needs.
Our process is to start with an in-depth comprehensive plan in which your
areas of interest and concern will be addressed. We will also provide a
financial plan for clients seeking a one-time only evaluation. The cost will
depend upon the scope of your financial planning needs. In an
engagement letter after our initial interview with you, we will provide a
proposed fee for the work you would like us to complete.
I. PERSONAL FINANCIAL PLANNING
Financial planning areas we address:
Fees for an in-depth comprehensive financial plan typically range from
$2,000 to $10,000 depending on the complexity and areas addressed.
Fees are based on $150/hour for CFP® partner time. NOTE: We provide
specific investment advice to our Asset Management clients with whom we
establish an ongoing relationship. (See Asset Management information
below.) This level of investment advice is not offered to clients who
contract with us for financial planning only.
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II. ASSET MANAGEMENT FEES
Asset management services provide clients a program for investing their
funds in response to their needs. These programs typically begin with the
development of a model of client and market data. The model serves to
illustrate the interaction between a client's objective and constraints, and
the risk-reward alternatives of the market. A review with the client of this
model guides the development of a suitable investment policy. In turn, this
investment policy serves as the blueprint for a client's investment plan.
The annual fee for asset management is .9%. This fee is charged quarterly
in advance. The minimum annual fee is $2,000 for asset management.
Occasionally, fees are negotiated when amounts under management
exceed $5,000,000.
III. RETAINER FEES
Based on a broad range of financial planning and/or consulting services
(including non-investment related services). These services are offered on
an annual fixed fee basis (payable in equal monthly installments), the fee
for which shall range between $1,500 and $15,000 depending upon the
specific services selected by the client. The fees for these services shall be
calculated and paid monthly by direct debit from the client's accounts.
Asset management services provide clients a program for investing their
funds in response to their needs. These programs typically begin with the
development of a model of client and market data. The model serves to
illustrate the interaction between a client's objective and constraints, and
the risk-reward alternatives of the market. A review with the client of this
model guides the development of a suitable investment policy. In turn, this
investment policy serves as the blueprint for a client's investment plan.
The annual fee for asset management is .9%. This fee is charged quarterly
in advance. The minimum annual fee is $2,000 for asset management.
Occasionally, fees are negotiated when amounts under management
exceed $5,000,000.
III. RETAINER FEES
Based on a broad range of financial planning and/or consulting services
(including non-investment related services). These services are offered on
an annual fixed fee basis (payable in equal monthly installments), the fee
for which shall range between $1,500 and $15,000 depending upon the
specific services selected by the client. The fees for these services shall be
calculated and paid monthly by direct debit from the client's accounts.
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