What Am I Paying?
Depending on the type of adviser you are working with in the financial industry (agent, broker dealer, investment rep) and the products you are invested in (annuities, mutual funds, individual stocks) your fees can be difficult to understand and vary widely. We take the guess work out by offering 3 simple plans.
Asset Management &
Manage your investments in a customized portfolio with unlimited communication.
Tiered fee based on assets we manage.
$250,000 - $1,000,000 - 1.25%
$1,000,001 -$2,500,000 - 1.15%
$2,500,001 + - 1.05%
Ongoing Financial Planning
If you don’t currently have the assets but need the help. Initial comprehensive plan + a quarterly call to review progress and discuss open issues.
$2,000 upfront annual fee + monthly retainer of $199
We tackle your current pressing need and you walk away with a recommendation on how to get you on a better path.