For clients who have assets under management greater than 250,000 dollars, delivery of an annual financial plan is included with fees charged for investment management.

Example 1:

A client has assets under management of 275,000 dollars. Total Fees would be 2750 dollars (1% of AUM) annually.

Example 2:

A client has assets under management of 200,000 dollars. Total fees would be 2500 dollars (1.25% of AUM).

Example 3:

A client wants a Basic Elements Financial Plan that includes planning on the 3 most important elements of their overall financial picture. Total fees would be $800*.

Example 4:

A client wants Comprehensive Financial Plan that includes financial planning on topics like educational funding, risk management, retirement, work benefits, estate, disability planning, business, tax optimization etc. Total fees would be $3000* and is negotiable.
_{(*Based on normal complexity and needs)}

Example 5:

A client has a question about Backdoor Roth IRA contribution or a quick Portfolio review which needs a couple of hours of Advisor time. Total fees will be $500 dollars**.

_{(**$250 per hr. rate *2hrs., billed at the end of the month in arrears. Total fees will be agreed upon before start of any work).}