(waived for Investment Management Clients)
Investment Management Fee Schedule
|$250,000 – $500,000||1.00%|
|$500,000 – $1,000,000||0.85%|
|$1,000.000 – $2,000,000||0.70%|
|$2,000.000 – $3,000,000||0.60%|
|$3,000,000 and above||Negotiable|
* Money Management fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered.
** Fees are comprised of Investment Management Fees, Financial Planning Fees and/or Commissions.
Corporate Retirement Plan Solutions
One of the most common tools to create and grow wealth is to participate in a Corporate Retirement Plan (a “Plan”). Businesses that offer Plans truly set themselves apart from their competitors in their commitment to their employees! There are many different types of Plans, each with advantages and disadvantages which need to be reviewed and considered in finding the right Plan for your Business. Whether your Business is considering to implement a new Plan or has an existing Plan, we are able to assist you to choose and design or to implement the best Plan for your needs.
Benefits to Employer and Employees for Installing a Corporate Retirement Plan
Benefits to Employer of Reviewing Existing Corporate Retirement Plan
At Stephen A. Taylor Wealth Management, we can help guide you in the implementation and maintenance of your Plan to help you meet your legal duty to educate the participants on the Plan and Investment Options and to ensure the Plan’s cost structure is suitable and appropriate. If you do not currently have a Plan in place, your business may be ready to start! Due to rules and regulations designed to benefit individuals participating in Plans, it is recommended that an analysis of existing Plans be done every two (2) years to ensure the fees, design and investment options are appropriate and competitive for Plans of similar sizes, industries and demographics.
Our Corporate Retirement Plan Solutions services are a stand-alone, separate service or may be integrated into our Wealth SCRIPT process we implement for our individual and family clients. Depending on the needs and situation of the business, a fee may or may not be charged for the services offered. Our initial consultations are always free of charge.
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative; Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Stephen A. Taylor Wealth Management are not affiliated. Cambridge does not offer legal advice.