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Simple and Transparent Fees
$0 -
$1,000,000
1.50%
$1,000,000 - $2,000,000
1.25%
$2,000,001 - $3,000,000
1.00%
$3,000,001 - Over
.75%
Account balance x Fee % = Annual Planning Fee
Examples:
$500,000 X 1.5% = $7,500 annual planning fee
$1,250,000 X 1.25%. = $15,625 annual planning fee
How much are you paying?
Our fee covers complete financial planning
No commissions - No hidden fees - No complex fee calculations
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