Broker Check

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. 

Have a Question?

Thank you!
Oops!