Services and Fees

Services and Fees

On-going Services

Client Portal

Tax Planning

Retirement Planning

Insurance Planning

Education Planning

Investment Advice

Investment Mgmt

Biz Retirement Plan P

Estate Planning

Protection Planning

Level of Service

Minimum Advisory Fee*/AUM

Wealth Teaming

Yes

Personal

Yes

Personal

Yes

Yes

Optional

Limited

Yes

Yes

Tailored

$4,000/$350,000

Wealth Counsel

Yes

Personal and Business

Yes

Personal and Business

Yes

Yes

Yes

Comprehensive

Yes

Yes

Comprehensive

$10,000/$750,000

Investment Management Fee Schedule

(Flat Fee or % of Assets Under Management)

          Investable Assets
$0,000        – $250,000
$250,000    – $1,000,000
$1,000,000 – $1,500,000
$1,500,000 – $2,000,000
$2000,000 – $3,000,000
Percentage**
1.25%
1.00%
0.85%
0.70%
0.60%
Flat Fee                                              
Determined by Specific Client Situation 
Amount
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.