Our typical fee for a comprehensive Financial Plan is $6,000. The fee is payable in two installments, with one-half due at the beginning of the engagement and the other half due upon completion of your financial plan.
Assets Under Management (AUM) | Progressive Fee Rate |
Up to $1,000,000 | 1.0% |
$1,000,001 to $2,000,000 | 0.75% |
$2,000,001 to $5,000,000 | 0.5% |
Over $5,000,001 | 0.25% |