Every client relationship begins with a comprehensive Financial Plan, and the fee 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%|