Fee Schedule
Annual Planning Fees*
We are a Fee-Based Financial Planning firm dedicated to creating customized financial plans at a predetermined cost. We take the time to understand you fully, work closely with you, and develop a comprehensive plan tailored to your unique financial goals.
Level I - minimum $1,250
Level II - minimum $3,750
Level III - minimum $6,250Annual Fee** 0.5% - 1.25% of investment assets under management
We offer investment management services for our clients. Our investment management services include, but are not limited to:
Investment manager selection | Portfolio manager ongoing due diligence | Portfolio rebalancing | Tax loss harvesting | Risk and expense management | Cash flow management | Required minimum distributions management | Charitable contributions management | Roth conversion strategies | Tax-sensitive investment strategies | CPA and estate planning attorney coordination to ensure careful tax and estate investment planning
Annual Tiered Assets Under Management Fees
Up to $1,000,000 - 1.25%
Next $1,000,001 - $2,000,000 - 0.95%
Next $2,000,001 - $5,000,000 - 0.70%
Next $5,000,001 - 0.50%
After we complete a comprehensive insurance needs analysis, we'll provide tailored proposals that align with your goals and prioritize your best interests. Costs will vary depending on the product and the company, and the available products may include:
Annuities | Life Insurance | Disability Insurance | Long Term Care Insurance• Investor 360 (client portal)
• eMoney (financial planning analysis)
• Holistiplan (tax planning and analysis)
• Trust & Will (estate planning)
• ValuCompass (business evaluation)
*Planning Fee Waiver - The complexity of the plan elements determines our financial planning fees and may be partially or fully integrated into the investment wealth management annual fee.
**Administrative charges, investment management fees, and execution/custody fees may also apply.