Ongoing Comprehensive Planning
Our fees are straightforward and transparent. They are based on the amount of your assets that we manage at our custodian Charles Schwab. All asset levels receive a our powerful planning tools and our investment expertise.
| Investable Assets | Per Month |
|
$0-$100K |
$50 |
|
$101K-$250K |
$100 |
$251K-$500K | $200 |
|
$501K-$750K |
$300 |
$751K-$1mil | $416 |
Assets Under Management
Account Value |
Annual Advisory Fee* |
| $1 - $1mil | Included |
| $1mil - $5mil | .50% |
| $5mil - $10mil | .45% |
| $10mil + | .40% |
Have a Question About Our Fees?
*Based on investable assets. Includes investment management and advice.