Our fee schedule is as follows:

Comprehensive Financial Planning (One-Time Fee)

 $300  for net worth below $20,000;
1.50% for net worth from $20,000 to $50,000;
1.25% for net worth from $50,000 to $250,000;
1.00% for net worth from $250,000 to $1,000,000;
0.75% for net worth from $1,000,000 to $5,000,000;
0.50% for net worth above $5,000,000.

Investment Management Services (Annual Fee)

 $300  for portfolios below $20,000;
1.50% for portfolios from $20,000 to $50,000;
1.25% for portfolios from $50,000 to $250,000;
1.00% for portfolios from $250,000 to $1,000,000;
0.75% for portfolios from $1,000,000 to $5,000,000;
0.50% for portfolios above $5,000,000.

Accounts in a portfolio with limited investment options, such as a 401(k), are billed at half the normal rate. Clients are still subject to $300 annual minimum. Small business clients are excluded.

Clients are billed quarterly in arrears for fees based on assets at the end of each calendar quarter.