Personalized Financial Planning Comprehensive Financial Planning: Provide you an integrated plan to help you achieve your financial life goals and objectives. Annual review of Financial Plan | Generally $500 - $5,000 depending upon the scope and complexity of your individual situation.
$300 / hour or flat fee | |
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Investment Management Asset allocation consistent with your personal goals and objectives and risk profile; selection of investment vehicles and ongoing monitoring; quarterly reporting and consultations as needed. | $0 - $49,999 1.75% $50,000 - $99,999 1.50% $100,000 - $199,999 1.25% $200,000 - $1,999,999 1.00% $2,000,000 - $4,999,999 0.75% $5,000,000 - $7,499,999 0.70% $7,500,000 - $9,999,999 0.65% $10,000,000 and Over 0.60% |