Our Fees

SERVICE

FEES

Personalized Financial Planning

Comprehensive Financial Planning: Provide you with 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.

$275 / hour or flat fee

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 & Over 0.70%

Special Projects
Job Change, College, Taxes, and many other areas affecting the financial decisions you make.

$275 / hour or flat fee

ADV Part 2A and 2B

Financial planning and Advisory services are provided by Prometheus Capital Management - An SEC Registered Investment Advisor. Such services are not affiliated with The Investment Center Inc.