Fee Structure

All planning and consulting services are based upon an hourly rate of $300, however a fixed fee may also be agreed upon in addition or in place of the hourly rate. 

Fees are determined based upon the nature and complexity of each client's circumstances. All fees are agreed upon prior to entering into a contract for services.

A retainer of $2,500 is due at the time an Agreement is signed for Retirement Plan Consulting, Divorce or Business Consulting Services.

Portfolio Management Fees

Fees are charged for managing investment portfolios as a percentage of assets under management. The following schedule applies to AUM for individuals, estates, trusts, pension plans, and charitable organizations. 

Assets Under Management Annual Fees
Up to $1,000.000 1.50%
$1,000,001 to $5,000,000 1.25%
$5,000,001 to $25,000,000 0.60%
$25,000,001 and greater 0.20%

The fees are graduated and paid in arrears on a quarterly basis billed to the client and debited directly from the portfolio. The minimum account size is $200,000 and the minimum annual fee is $2,500. Clients with investable assets under the minimums will be considered based upon their overall situation.

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