“Doing Business with Our Firm”
Combined Holistic Financial Planning & Investment Management Costs
We have found that cost becomes a factor in the absence of value. We start and end every business day with a focus on bringing great value to our customers. As such, controlling cost is an important part of our Mission Statement. We are very conscious of our cost model, and committed to being completely transparent and fair.
The schedule below reflects our costs schedule for comprehensive financial planning and investment management services:
$0.00 – $1,000,000 = 1.00%
$1,000,001 – $2,000,000 = 0.90%
$2,000,001 – $4,000,000 = 0.80%
$4,000,001 – $6,000,000 = 0.70%
$6,000,001 – $8,000,000 = 0.60%
$8,000,001 + = 0.50%
Some circumstances may require a separately negotiated assets management fee, a flat fee, or separate advisory services fee. Third party transaction, and performance reporting fees may be in addition to our fee schedule above, which will be disclosed in account opening paperwork.
