Fee Only Comprehensive Retirement Planning
Ongoing Financial Planning & Investment Management
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 & Above | 0.50% |
*We do not require an asset minimum. For households under $500,000, a standalone planning fee may apply, quoted in advance. With your authorization, we can split a given fee between your investment account and bank ACH to help manage cash flow. See our Form ADV Part 2A for full fee disclosures. For example with $200,000 invested, your fees would be 1.00% annually plus a $100 per month planning fee.
What You Can Expect
We’ll meet every spring and fall to review progress, with unlimited access to us anytime life changes.
Services In Detail so you understand the deliverables and what to expect
- Financial Planning
- Investment Management
- Welcome Letter (You will get a hard copy in the mail as well)
- Philosophical