Depending on the complexity of your situation and the number of planning services selected, our planning fee ranges from $2,500 to $12,000, based on an hourly fee of $250/hour. The upper end of the fee range represents 4 to 5 planning services (e.g. retirement, investment, tax and estate planning) with year-round assistance in implementing the plan recommendations.
The lower end of the fee range represents a more limited planning engagement, focused on 1 or 2 planning services, with 1/2 of the fee due at the beginning of the engagement and the remainder due at the plan presentation.
Any follow up services are available on an “as needed” basis, either hourly or project-based.
Financial Planning + Investment Management
Fee based on the number of planning services selected by client; amount is a flat fee billed quarterly in advance.
Fee percentage is determined annually, billed quarterly, based on the value of assets under management. It is calculated as follows:
Next $1,000,000 ($1,000,001 - $2,000,000)
*Subject to a minimum annual fee of $2,500.00.