|Introductory Session||No Fee|
|Initial Financial Planning||Starts at $4,000|
|Implementation of financial plan||Dependent upon client’s needs; quote available upon completion of a financial plan|
|Ongoing Financial Planning||Starts at $250/quarter|
Hourly services are available under certain circumstances.
|For assets up to:||$1,000,000||1.00%|
Minimum Annual Fee Rate: $ 8,000 Annual Fee, billed quarterly.
Setup Fee: $250 Managed: 0.10% of market value Annual Fee, billed quarterly.
Managed: The lesser of .5% of market value, or the fee that would result from adding the annuity asset(s) to the other managed assets. Non-Managed: $500 set-up fee Annual Fee, billed quarterly.
Due Diligence/Ad Hoc Services
Managed portfolios up to $20,000,000 will be billed at $250/Hour plus any expenses incurred during the due diligence process. For portfolios with assets under management that are greater than $20,000,000, most due diligence and ad hoc services will be included as part of the advisory services; therefore, the client will only be charged for expenses directly related to the services being performed (i.e., travel costs, third-party service fees, etc.)
Consulting and other special services are available at an hourly rate or a fixed retainer. Billing for such services is customarily done monthly. Fees are negotiable, based upon the complexities and circumstances of your individual situation.