- Minimum Asset Management Relationship $500,000
- Asset Management Fees:
- 0.75% $0 - $5,000,000
- 0.60% $5,000,001 - $10,000,000
- 0.50% $10,000,001+
* Up to an additional 0.50% may be added to the base percentage for some investment strategies. All fees will be disclosed ahead of any engagement.
** Asset management fees will be incurred for the duration of the asset management relationship.
- Financial Planning is billed at $300 per hour
- Divorce Planning is billed at $300 per hour
- Senior Care planning is billed at $250 per hour
- Special Needs planning is billed at $200 per hour
- Employee Benefits
- Executive Benefits Plan is a flat fee of $2500
- Middle Management Plan is a flat fee of $1000
Alternative Investments include, but are not limited to:
- Real Estate
- Structured Products
Insurance Placement to include, but not limited to,:
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
* Due to the complexity of Alternative Investments issuers of such investments are capable of paying a commission to an advisor. It is important to note, not all Alternative Investments pay up-front commissions.
** Additionally, when placing insurance with a carrier the insurance agent of record can receive a commission from the issuer. It is important to note, not all insurance products pay up-front commissions