Services and Fees

Ongoing Advisory Services

On Going Services Wealth Teaming Wealth Counsel
Client PortalYesYes
Tax PlanningPersonalPersonal and Business
Retirement PlanningYesYes
Insurance PlanningPersonalPersonal and Business
Education PlanningYesYes
Investment AdviceYesYes
Investment ManagementOptionalYes
Business Retirement Planning LimitedComprehensive
Estate PlanningYesYes
Protection PlanningYesYes
Level of ServiceTailoredComprehensive
Minimum Advisory Fee*/AUM$5,000/$450,000$10,000/$750,000

Investment Management Fee Schedule

(% of Assets Under Management or Flat Fee)

Investable AssetsPercentage**
$0,000  – $250,0001.25%
$250,001 – $1,000,0001.00%
$1,000,001 – $1,500,000.85%
$1,500,001 – $2,000,000.70%
$2,000,001 – $3,000,000.60%
$3,000,001+Negotiable
Flat Fee       Amount
Determined by Specific Client SituationPer Client 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