Since each client is unique, a comprehensive plan flat fee will be set based on the level of service required, issues involved and financial complexity. This flat fee will become part of a signed Financial Services Agreement. A range for you would be determined in the initial, no-charge consultation. For engagements of limited scope, after the plan, an hourly rate (currently at $300) may be employed.

After the initial financial plan, for those clients who use our on-going financial planning and investment management services, an Investment Management Agreement is prepared outlining the terms. We charge a percentage of the assets under management (between 0.50% and 1.50%, calculated on an annualized basis with one-fourth paid each quarter), depending upon the market value of the assets under management. In certain situations, a retainer fee (assessed annually) is more appropriate and is quoted after the initial plan.