We offer flexible payment options:

Annual Retainer: 

Annual fee is based on your net worth using the schedule below. This is best suited for someone who prefers a long-term relationship for ongoing services related to their Financial Plan. Time used to prepare the Financial Plan is included in the fee.  The fee can be paid monthly, quarterly, semi-annually or annually through the investments, credit card, or direct bill.

 

Retainer Fee Schedule

 

Net Worth Fee
Less than $250,000 $2,400 per year
$250,000 - $499,999 $3,000 per year
$500,000 - $749,999 $4,200 per year
$750,000 - $999,999 $5,400 per year
$1,000,000 - $1,249,999 $6,000 per year
$1,250,000 - $1,499,999 $7,200 per year
$1,500,000 - $1,749,999 $8,400 per year
$1,750,000 - $1,999,999 $9,600 per year
$2,000,000 - $2,999,999 $10,800 per year
$3,000,000 and above Negotiable

 

 

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