Assets Under
Management
Annual Fee
$0 - $499,999 1.50%
$500,000 - $999,999 1.30%
$1,000,000 - $1,999,999 1.15%
$2,000,000 - $2,999,999 1.00%
$3,000,000 - $3,999,999 .90%
$5,000,000 - $9,999,999 .80%
Above $10,000,000 .50%

 

Our rate for creating financial plans is between $1,000 and $5,000, depending upon the complexity of the situation and needs of the client. The planning fee may be reduced for clients who hire the firm for ongoing investment supervisory services.