Financial Planning Fees
Fees are designed to make planning available to all income levels. To that end, fees are based on a percentage of your household income as follows:
| Income Tiers | Fee | Income | Fee in Dollars | Blended Fee % |
|---|---|---|---|---|
| First 50,000 | 1.50% | $50,000 | $750 | 1.50% |
| 50,000 - 100,000 | 1.00% | $100,000 | $1,250 | 1.25% |
| 100,000 - 250.000 | 0.75% | $250,000 | $2.375 | 0.95% |
| 250,000 - 500,000 | 0.60% | $500,000 | $3,875 | 0.78% |
| Over 500,000 | 0.50% | $750,000 | $5,125 | 0.68% |
Hourly rates are $200 for project-based and limited scope planning.
Investment planning is not required for financial plans.
Investment Management Fees
First $1,000,000 – 1.00%
Second $1,000,000 – 0.75%
Next $1,000,000 – 0.55%
Next $2,000,000 – 0.45%
Over $5,000,000 – 0.35%
Mutual Fund Fees
0.13% – 0.25%
Transaction Costs
Mutual funds – $9.95
Stocks/ETF – $9.95
Before moving forward, it’s important to decide if we are a good fit to work together. If you haven’t already done so, please go to the Work With Me page to learn more about the process.
Go to my online calendar to schedule a short, no-obligation introductory call.
I look forward to talking with you soon!