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Cost of Value
Delivered

Financial Planning Fee


Plan

Cost

Description

Bronze$250This is for people who are starting out and want a plan to get them on the right track and are starting to accumulate and address protection needs. This is also for the people in any life stage who want to see where they are in their financial journey and want a plan to evaluate their progress and want suggestions on how to reach their goals on their own. 
Silver$300-$500Typically appropriate for pre-retirees and retirees who require more in-depth planning due to evolving goals and changing life events and also those who want help with setting up a spending plan. This person also wants some direction and annual investment consultation. Along with the one time fee there is an on-going .60% asset management fee. (If account is less than $25,000 you will have access to funds allocated based on your risk tolerance. If $25000 or more, you will have access to other funds that use tactical disciplines to grow and protect your wealth.)
GoldIncluded in Asset Management FeeTypically appropriate for clients and/or business owners with advanced planning needs requiring a higher degree of complexity, who want an annual or quarterly review with the planning, investment, and risk management team. The asset management fee starts at 1.20% (see chart below to see price breaks as assets grow). Minimum account $35,000

We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.

Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can also work on an hourly planning fee basis  if desired.

* Financial plans are sold pursuant to a Financial Planning Agreement (FPA) and the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.


Investment Advisory Fee


We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach.

Our advisory fees are typically deducted quarterly from your accounts.

Money We Manage

Annual Fee

Up to $250,0001.20%
$250,000 - $1,000,0001.00%
$1,000,000 - $5,000,000.8%
Greater than $5,000,000Customized