A Straightforward Fee For Hands-On Plan Maintenance
Our package of services for small business owners and their teams includes everything from plan development to ongoing management and one-on-one advice to their employees. Below are our simple fees for all-inclusive management.
Defined Contribution Plans
Plan Assets | Annual Advisory Fee* |
| $1 - $1mil | .40% |
| $1mil - $2.5mil | .35% |
| $2.5mil - $5mil | .30% |
| $5mil + | Negotiable |
Have a Question About Our Fee Structure for Small Businesses? We’d love to chat.