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:
-
$100K -200k $1600 fee
-
$200k-$300k $2500 fee
-
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:
​
-
$10K $150 annual, billed quarterly $37.50
-
$100K $1500 annual, billed quarterly $375
Tiered Fee Sample:
​
-
First $250K $3750 annual, $938 billed quarterly.
-
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.
​
-
Group size <100 $150 per employee
​ -
Group size 100 - 250 is $125 per employee
-
Group size 250+ $100 per employee
-
300+ customized
​
​​
Retirement Plans
Fees are customized and can vary from Assets Under Management to Fixed annual rate.
​
Retirement Plan Asset
Fee Samples:
​​
-
401(k) tiered fees on assets​
-
First $5 million at 25 basis points could be $3125 per quarter
-
Next $5 to $10 million at 15 basis points could be $3750 per quarter.
-
-
Fix fee could vary from $2500 - $50000 per year depending on size and scope of work. ​