Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time. - Johann Wolfgang von Goethe
Services For Individuals: Investment Management
|
Services For Businesses:Investment Management
|
Fee Schedule: Investment Management
Account Value: |
Fee |
Less than $2 Million |
1.40% |
$2 Million - $6 Million |
1.00% |
$6 Million + |
0.80% |
*Please note the above is inclusive of all account fees including IAR, RIA, and custodian.
Fee Schedule: Insurance & Risk Management
All insurance policies are quoted through several companies to get you the best financial product to meet your needs and budget.
Fee Schedule: Financial Consulting
Self Service Financial Planning Account (w/ Net Worth Tracker) |
Included for Existing Clients |
Cash Flow & Net Worth Projections Debt Reduction Planning Retirement Projections Large Purchase Consulting Insurance Analysis |
$750 - $1200 |
Real Estate & Other Outside Investment Analysis |
$1200 |
Expense Analysis & Budgeting |
$1500 |
Full Comprehensive Personal Financial Plan (includes all above) |
$2500 |
All Business Services |
$120/hour (or as agreed upon) |
*Fees are totals and depend on complexity, actual flat fee is billed net of investment advisory fees.
A wise person should have money in their head, but not in their heart.
- Jonathan Swift