Do you know how much you are currently paying for financial advice?
Most AUM-based traditional advisors offer asset management services for an asset-based fee. The fee is a percentage of the assets under management (AUM). This table explains you may be currently paying your AUM-based advisor annually.
Fees for a Traditional AUM Model (Not our Fees)
| Portfolio Value | 0.5% Fee | 1.0% Fee | 1.5% Fee |
| $1,000,000 | $5,000 | $10,000 | $15,000 |
| $2,000,000 | $10,000 | $20,000 | $30,000 |
| $3,000,000 | $15,000 | $30,000 | $45,000 |
| $4,000,000 | $20,000 | $40,000 | $60,000 |
| $5,000,000 | $25,000 | $50,000 | $75,000 |
| $7,000,000 | $35,000 | $70,000 | $105,000 |
| $10,000,000 | $50,000 | $100,000 | $150,000 |
Our Fee Structure
Currently, we offer two types of flat-fee financial planning services.
$7,500
One-Time Financial Planning
In this arrangement, we will prepare a comprehensive financial plan for a flat fee of $7,500. The fee may increase based on complexity, and time required, and will be outlined in the client agreement.
$7,500
then
$1,200/qtr
Ongoing Financial Planning
A majority of our clients prefer ongoing financial planning. In this arrangement, we prepare an initial comprehensive financial plan for a flat fee of $7,500. The fee may increase based on complexity, and time required, and will be outlined in the client agreement. An ongoing fee of $1,200 is charged every quarter after the final plan is agreed upon and delivered.
$490/hr
Hourly Financial Planning
In limited circumstances, we offer limited-scope project consultation for an hourly fee. We will meet and discuss the scope of the engagement to estimate the number of hours required for the project.
With our flat-fee financial planning services, you know exactly how much you are paying for financial planning services. Learn more about our financial planning process and services.
While there are other models used by different financial advisors, it is important to know exactly how much you pay in fees and the impact it has on your portfolio. A seemingly low expense of 1% can potentially negatively impact your portfolio by more than 20%.