Overview of Fees
Financial Planning only
- $150/month for ongoing planning
- $100/hour for project based planning, such as developing a financial plan.
Investment Management only
- 1.0% of Assets Under Management (AUM) for the first $360,000 of AUM
- 0.5% for any AUM above $360,000
Wealth Management (both Financial Planning and Investment Management)
- $150/month for financial planning
- 0.5% investment management for any and all AUM