Ongoing Advisory Services
| On Going Services | Wealth Teaming | Wealth Counsel | |||||
| Client Portal | Yes | Yes | |||||
| Tax Planning | Personal | Personal and Business | |||||
| Retirement Planning | Yes | Yes | |||||
| Insurance Planning | Personal | Personal and Business | |||||
| Education Planning | Yes | Yes | |||||
| Investment Advice | Yes | Yes | |||||
| Investment Management | Optional | Yes | |||||
| Business Retirement Planning | Limited | Comprehensive | |||||
| Estate Planning | Yes | Yes | |||||
| Protection Planning | Yes | Yes | |||||
| Level of Service | Tailored | Comprehensive | |||||
| Minimum Advisory Fee*/AUM | $4,000/$350,000 | $10,000/$750,000 |
Investment Management Fee Schedule
(% of Assets Under Management or Flat Fee)
| Investable Assets | Percentage** | |
| $0,000 – $250,000 | 1.25% | |
| $250,001 – $1,000,000 | 1.00% | |
| $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 Situation | Per 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