Investment Management Services
Fees for our Investment Management Services are based on the value of the assets in the client's account at the end of each calendar quarter. Fees are based on the following schedule:
$0.00 to $1,000,000
$1,000,001 to 2,000,000
2,000,001 and up
1% of invested assets
¾ % of invested assets
½ % of invested assets
Our minimum annual fee for our Investment Management Services is $5,000 per year, which is $1,250 per calendar quarter.
Fees for a written financial plan, which contains a long-term cash flow analysis and income tax estimate start at $2,500.00 and are based on an hourly rate of $250.00. Once we have had a chance to review your comprehensive client profile and financial questionnaire it will be easier to determine how long the preparation of your individual plan will take.
Office consultations are provided at an hourly rate of $250.00. Our minimum office consultation for new clients is 2 hours.
If you are interested in Investment Management, we would like to have you come in for a complimentary get-acquainted meeting. This consultation will give us a chance to talk about your financial situation and how we might help you. We will discuss fees and review samples of retirement plans, investment reports and other relevant documents.