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Fee Schedule

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

From Cash Flow 

An annual fee of $4,200 that is paid monthly or quarterly:

Monthly Fee (Quarterly)
$350 ($1,050)


From Investments*

An annual fee of $4,200 that is paid monthly or quarterly:

Account ValueAnnual Advisory Fee
All Assets Under Management$4,200 ($1,050 Quarterly)
*This service includes Ongoing Comprehensive Financial Planning and Investment Advisory Services. This fee does not include Third Party Investment Manager fees of up to $1,000 per year per household.