Financial Planning
Comprehensive Financial Planning fee starts $1,600 and vary depending on complexity. Fee can be upfront or broken down in to payments, being the start and delivery or start and ongoing fee.
Income/Asset
Fee Samples:
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$100K -200k $1600 fee
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$200k-$300k $2500 fee
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Varying income and assets can range from $5000 or higher.
Investments
1.50% annually on a tiered basis for first $250,000 and reduced by .25 basis points every additional $250,000. We Offer a WRAP (all inclusive trading fees) and Non-Wrap which may include trading fees.
Assets Under Management
Fee Samples:
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$10K $150 annual, billed quarterly $37.50
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$100K $1500 annual, billed quarterly $375
Tiered Fee Sample:
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First $250K $3750 annual, $938 billed quarterly.
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Next $250K $3125 annual, billed $781 billed quarterly
Financial
Wellness
Financial Wellness Benefit has a set up fee ranging from $500-$3000 and a per employee annual fee collected monthly based on average employee head count.
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Group size <100 $150 per employee
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Group size 100 - 250 is $125 per employee
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Group size 250+ $100 per employee
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300+ customized
Retirement Plans
Fees are customized and can vary from Assets Under Management to Fixed annual rate.
Retirement Plan Asset
Fee Samples:
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401(k) tiered fees on assets
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First $5 million at 25 basis points could be $3125 per quarter
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Next $5 to $10 million at 15 basis points could be $3750 per quarter.
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Fix fee could vary from $2500 - $50000 per year depending on size and scope of work.