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Asset Management Fee Schedule

  • 1.25% for the First $1,000,000
  • 1.00% for amounts greater than $1,000,000 and up to $2,000,000
  • 0.75% for amounts greater than $2,000,000 and up to $5,000,000
  • 0.65% for amounts greater than $5,000,000 and up to $10,000,000
  • 0.50% for amounts greater than $10,000,000 

Financial Planning Services 


  • Comprehensive Retirement Income Strategy - $2,500
  • Annual Reviews - $500

 Advanced Time Segmentation (ATS) is ideally for clients who are currently retired or are within
     15 years of retirement. ATS is a proprietary Financial Planning Strategy that addresses the
three biggest concerns of retirement - income, risk, and inflation - by creating inflation-adjusted
         income, that addresses risk by giving equities time to potentially grow untouched.
        (To learn more, click here, to watch the ATS video)


  • Comprehensive Retirement Plan - $1,500
  • Getting Started Financial Plan - $500
  • Annual Reviews - $500

Money Guide Pro is an advanced Financial Planning software that addresses clients needs,
   wants and wishes regarding their financial goals and dreams. It can also help to uncover
potential pitfalls to a financial plan, such as the negative impact of a Long-Term Care Event.

Flexible Payment Options

Upfront/One-Time Fee - May be the preferred option for a client that has a special situation or wants
                                         consultation services, rather than ongoing financial services.
Monthly - May be the preferred option for a client that has a special situation or wants consultation services, rather than ongoing financial services.
Quarterly - May make sense when services vary throughout the year or if there are services or other factors that already take place on a quarterly basis.
Convenient Payment Methods  - ACH (preferred and most convenient method)
                                                        or Credit Card

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