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Management of Assets Fee Schedule

      Asset Range Advisor
 Management Fee***
$250,000 - $499,9991.05%
$500,000 - $999,9991.00%
$1,000,000 - $1,999,9990.90%
$2,000,000 - $2,999,9990.80%
          $3,000,000 and above0.70%

***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 $3,000 for a Financial Plan.  $250 consultation is absorbed here***$3,000    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 retirement plan available 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.