ASSET MANAGEMENT FEE SERVICES*

Transparent Tiered Pricing: As Your Wealth Grows, Your Combined Rates Decrease

          Account Value Bracket                               Program Fee         Advisor Fee         Total Advisory Fee

* Program fee may vary depending on the investment program selected
* The advisory program utilized for the application of this information is My Advice Architect.
* Clients in Manager or Unified programs will pay a Manager Fee, based on the selected Manager.

ADVANCED TIME SEGMENTATION^TM (ATS)

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

• Comprehensive Retirement Income Strategy - $5,000
• Annual Reviews - $500
  (To learn more and watch the ATS overview video, please visit our website at www.glenmorrisfinancial.com)
  
  

WEALTH PRESERVATION PROCESS

After years of collaborating with clients and estate attorneys, we have identified over 25 common vulnerabilities that most people don’t even realize they have. Through our Wealth Preservation Process, we coordinate with specialized legal and estate professionals to help put the right documents and titling strategies in place—helping to insulate your family legacy so an unexpected event does not jeopardize what you have worked so hard to build.

• Initial Review fees - Starts at $7,500*
• Annual Maintenance & Review - $3500* 
  ( *Fees are based on the individual complexity of the estate; each client scenario is unique.)

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