The fee that will be charge to manage your assets is 1.5% for assets that are under $1,000,000 and fees are negotiable for assets over $1,000,000.

Fee Credit Example

Assumptions:

Account Value= $500,000                      Management Fee= 1.5% annually

Annual Fee = $7,500                              Semi-Annual Fee= $3,750                      Quarterly Fee = $1,875

The fee charged for a comprehensive financial planning document will be negotiated based on your net worth or annual income, whichever is greater. Often, the complexities of the issues are a function of your assets and/ or income and should also take into account any unique circumstances. Fees are negotiable and can range from $500 to $100,000.

INCOME/ ASSETS RANGE                                          FEE SCHEDULE

$10,000                  $50,000 income

$50,001                   $250,000 assets                                       $500-$750

$50,001                   $75,000 income

$250,001                 $500,000 assets                                       $750-$1,500                                          

$75,001                   $100,000 income

$500,001                 750,000 assets                                         $1,000-$3,000

$100,001                 $150,000 income

$750,001                 $1,000,000 assets                                    $3,000- $5,000

$150,001                 $200,000 income                           

$1,000,001              $2,000,000 assets                                    $5,000- $8,000

$200,001                 $300,000 income

$2,000,001              $5,000,000 assets                                    $8,000- $11,000

$300,001                 $500,000 income    

$5,000,001              $7,500,000 assets                                   $11,000 - $15,000

$500,001                 $1,000,000 income 

$7,500,001              $10,000,000 assets                                  $15,000- $20,000

$1,000,001              $2,000,000 income

$10,000,001            $15,000,000 assets                                  $20,000- $25,000

$2,000,001 and above       income

$15,000,001 and above       assets                                           $25,000-$100,000 

*The fee charged for financial consultation is $250 per hour. This option may be considered in lieu of the flat fee based on assets and or income.  The initial consultation is free.

* Applicable to new clients.

Revised 4/08

* minimum account $500,000 for non-qualified assets and $100,000 for qualified assets.