Our Services and Fees

On-going Services

Wealth Teaming

Wealth Counsel

GamePlan
(One Time)
$2,500+
$2,500+
Utilization of Client Portal
Yes
Yes
Tax Planning
Personal
Personal and Business
Personal Retirement Planning
Yes
Yes
Insurance Planning
Personal
Personal and Business
Education Planning
Yes
Yes
Investment Advice and Guidance
Yes
Yes
Investment Management
Optional
Yes
Corporate Retirement Plan Planning
Limited
Comprehensive
Estate and Legacy Planning
Yes
Yes
Asset Protection Planning
Yes
Yes
Level of Service Provided
Tailored
Comprehensive
Minimum Advisory fee*/AUM (Ongoing)
$4,000/$350,000
$10,000/$750,000

Investment Management Fee Schedule

(Flat Fee or % of Assets under Management)
Investable Assets
Percentage**
$0 – $250,000
1.25%
$250,000  – $1,000,000
1.00%
$1,000,000  – $1,500,000
0.85%
$1,5000,000 –  $2,000,000
0.70%
$2,000,000 and above
.60%
Flat Fee
Amount
Determined by Specific Client Situation
Per Agreement

*    Minimum Advisory Fee can be met through Direct Fee Payments,  Investment Management fees or a combination thereof.

**  Strategists fees and costs of investments are in addition to Management Fee.  Fee Schedule is tiered. Fee schedule is subject to exceptions.