Ongoing Financial Planning and Investment Advisory

Up-Front Investment: $1,000

Ongoing Monthly Fee: ranging $150 to $500

Based on complexity and time required


    o.50% on first $1,000,000 of assets under management

    0.25% on assets under management above $1,000,000

Fee is divided into quarterly payments


Employee Benefit Retirement Plan Services

0.25% to 1.00% of plan assets


one-time initial financial planning fee of $100 per participant at start-up



In special circumstances we offer hourly planning for one-time consultations. The fee for this service is $200 per hour.