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 |
|
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.