Broker Check

Rates

Management of Assets Fee Schedule

      Asset Range Advisor
 Management Fee***
$10,000 - $249,9991.05%
$250,000 - $499,9991.00%
$500,000 - $999,99900.95%
$1,000,000 - $1,999,99900.80%
          $2,000,000 - $2,999,9990.70%
$3,000,000 and above0.60%

***Custodian, Platform, Investment and Internal Costs are not included here. Depending on the construction of the portfolio, cost will vary.

Financial Planning and Hourly Work Fee Schedule

Description      Cost***   Generally Speaking
Financial Planning Consultation   $250    1 Hour / 1 Meeting
We generally charge $2000 for a Financial Plan.  $250 consultation is absorbed here***$2,500    8 Hours / Multiple Meetings
On-Going Financial Planning Consultation and/or Financial Plan.$1,000    4 Hours / Meeting per year
Hourly rate for specific planning needs/projects$250    1 Hour / Scope of project
**Basic etirement plan avaialble for a flat fee.$500    2 Hours / 1 Meeting

Purchase of a contract with an Insurance Company: Cost varies by product

Products like life insurance, disability insurance, annuities or long-term care. Insurance company pays a commission to advisor


All Fees Are Discussed and Agreed Upon Prior to Engagement

***These fees are negotiable for specific client situations and levels of engagement for clients with Assets above $250,000 AUM. Planning would be included.