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Fee Schedule

Fees for Comprehensive Financial Planning can be paid in one of two ways:

From Cash Flow 

An initial engagement fee of $1,200, and an annual fee that is paid monthly or quarterly:

Monthly Fee (Quarterly)AGINet Worth
$125 ($375)Below $150,000Below $150,000
$225 ($675)$150,000-$250,000$150,000-$500,000
$350 ($1,050)$250,000-$400,000$500,000-$1,000,000
$500 ($1,500)$400,000-$600,000$1,000,000-$1,500,000

Above $600,000 - 1% Above $1,500,000 - 0.40%


From Investments*

Based on the market value of the account and calculated as follows:

Account ValueAnnual Advisory Fee
All Assets Under Management0.50%
*This service is subject to a minimum assets under management of $750,000. This service includes Ongoing Comprehensive Financial Planning and Investment Management.