Comprehensive Financial Planning consists of an upfront charge of $300 and an ongoing fee that is paid monthly, in advance, at the rate of $50-$500 per month. The fee may be negotiable in certain cases. This service may be terminated with 30 calendar days’ notice. Fees for comprehensive financial planning are paid in advance of services rendered. Upon termination of any account, refunds will be given on a pro-rated basis for services not rendered
Our standard advisory fee is based on the market value of the assets under management and is calculated based on the chart below. The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. The advisory fee is a flat fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart, to the value of the account as of the last day of the previous quarter. No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts initiated or terminated during a calendar month will be charged a pro-rated fee based on the amount of time remaining in the billing period. An account may be terminated with written notice at least 30 calendar days’ in advance, but the advisor will collect the fee for the prorated amount of time services were rendered. Upon termination of the account, any unearned fee will be refunded to the client.
$100,001 - $500,000
$500,001 - $1,000,000
$1,000,000 and Above