Financial Planning
Financial Planning fee is generally 1% of gross income and/or assets per year. Fee can be a one time or broken down into monthly ongoing payments.
Income/Asset
Fee Samples:
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$100K $1000 per year or $83 per month.
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$150K $1500 per year or $125 per month.
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$250K $2500 per year or $208 per month.
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$500K $5000 per year or $417 per month.
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
Business Advisory
An upfront charge can range from $200 to $5,000 and a monthly reoccurring fee charged in the arrears that ranges from $100 to $5,000 for monitoring and ongoing services.
Business Advisory
Fee Samples
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Revenues $100k - $500K, set up fee range $200 - $1000 & $100 - $417 monthly reoccurring fee.
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Revenues $1 - $5 Million, set up fee range $1000 - $5000 & $800 - $4167 monthly reoccurring fee.
Retirement Plans
Fees can vary and range from 30 basis points to 1.5% annually for 401(k), SIMPLE and Employee Financial Wellness Programs. Fees can be paid by employer, employee, or combination.
Retirement Plan Asset
Fee Samples:
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SIMPLE IRA
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$100K in assets, $375 billed quarterly.
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$250K in assets, $781 billed quarterly
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401(k) tiered fees on assets
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First $5 million at 60 basis points, $7500 per quarter
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Next $5 to $10 million at 50 basis points, $6,250 to $12,500 per quarter
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Then $10 to $25 million fee is 40 basis points, tiered fee is $10,000 to $25,000 per quarter.
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Assets beyond $25 million tier is 30 basis points, tiered fee would start at $18,750 per quarter.
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