Fee Structure
Financial Planner
The Fee Structure
Ongoing Comprehensive Planning
Our fees are straightforward and transparent. They are based on the amount of your assets that we manage at our custodian Charles Schwab. All asset levels receive a our powerful planning tools and our investment expertise.
| Investable Assets | Per Month |
|---|---|
| $0–$100K | $50 |
| $101K–$250K | $100 |
| $251K–$500K | $200 |
| $501K–$750K | $300 |
| $751K–$1mil | $416 |
The Fee Structure
Assets Under Management
| Account Value | Annual Advisory Fee* |
|---|---|
| $1 – $1mil | Included |
| $1mil – $5mil | .50% |
| $5mil – $10mil | .45% |
| $10mil + | .40% |
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Your Trusted Company
Developing a Comprehensive Financial Plan To Support Your Evolving Life
Developing a Comprehensive Financial Plan To Support Your Evolving Life
We see your finances as a tool to live your life with ease, joy and preparedness. Our objective is to help you define the goals you have for you and your family—and work closely with you over the years to help you reach them.