Ongoing Comprehensive Planning
Students only. No investment management or advice. | $7 per month | ||||||||
No investment management or advice. | $15 per month | ||||||||
Planning and Investment Advice |
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Hourly Financial Planning Fee
$200 per hour*
One-Time Comprehensive Plan
$1,500 - $4,000*
Assets Under Management
Account Value | Annual Advisory Fee* |
$1 - $1mil | Included |
$1mil - $5mil | .33% |
$5mil - $10mil | .29% |
$10mil + | .25% |
Have a Question About Our Financial Planning and AUM Fees?
*Based on investable assets. Includes investment management and advice.