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||$100 - $300 per month*|
One-Time Comprehensive Plan
$1,500 - $4,000*
Assets Under Management
Annual Advisory Fee*
|$1 - $1mil||Included|
|$1mil - $5mil||.20%|
|$5mil - $10mil||.15%|
Have a Question About Our Financial Planning and AUM Fees?
*Based on investable assets. Includes investment management and advice.