Fees are all inclusive, no hidden fees.
Examples of Effective Rates for the following amounts:
$2MM = 0.95%
$3MM = 0.88%
$4MM = 0.79%
$5MM = 0.73%
$6MM = 0.69%
$7MM = 0.66%
$8MM = 0.64%
$9MM = 0.63%
$10MM = 0.62%
1. What exactly is the next step in your financial plan?
2. What exactly did you pay in fees last year?
Please contact us if you are interested in our One Plan Model; you provide all the information needed and then we create your financial plan together. Cost is $3,000 and includes a 2-hour meeting.
We do have an annual Fee minimum of $1,000.
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