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

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