Financial Planning

Stand-Alone Financial Planning (without Investment Advice) is billed at $250 per hour.

 

Investment Advice

Investment Advice will be charged an annual fee on “assets under management” (AUM) which will cover all services associated with the clients financial planning and asset management according to the following schedule:

First $500,000 at                                            1.50%
Next $500,000 at                                           1.25%
Next $2,000,000 at                                        0.90%
>  $3,000,000 at                                             0.65%