Financial Planning Services
Our comprehensive financial planning is $100 per month, with a 12 month minimum contract.
Portfolio Management Services
Our annual portfolio management fee is based on a percentage of assets under management and is based on the following tiered fee schedule:
Assets Under Management - Annual Management Fee
0 to $5,000,000 - 1.00%
$5,000,001 to $10,000,000 - 0.90%
Above $10,000,000 - 0.80%