Fee Schedule
Fee Schedule
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 | $2,700 per year |
$250,000 - $499,999 | $3,300 per year |
$500,000 - $749,999 | $4,500 per year |
$750,000 - $999,999 | $6,000 per year |
$1,000,000 - $1,249,999 | $6,600 per year |
$1,250,000 - $1,499,999 | $7,800 per year |
$1,500,000 - $1,749,999 | $9,000 per year |
$1,750,000 - $1,999,999 | $10,200 per year |
$2,000,000 - $2,999,999 | $12,600 per year |
$3,000,000 - $3,999,999 | $15,000 per year |
$4,000,000 - $4,999,999 | $17,400 per year |
$5,000,000 and above | Negotiable |