Fee Schedule

Annual Retainer Fee


We will provide the Financial Planning Services on an ongoing basis, subject to the termination provisions of our Agreement. The fee is a retainer and is not the total compensation that we may earn from the services we provide. Our hourly fees range from $50 to $200 depending on the level of professional services provided. Our typical retainer ranges from $500-$1,500 depending upon hours and complexity.

Payment Methods Available

2 Options for Payment:

  • Direct Debit Option: You authorize us to deduct the fees directly from the account(s) over which we are providing you with investment management services pursuant to the Discretionary or Non-Discretionary Investment Management Agreement you have entered into with us.
  • Invoice Option: We will send you an invoice for our fees.

Assets Under Management Fee

We will provide the services described in this Agreement for an annual Management Fee based upon the following fee schedule:

First $2,500,000 Assets // 0.85% Annual Fee
Next $2,500,000 Assets // 0.75% Annual Fee
Next $2,500,000 Assets // 0.50% Annual Fee
Above $7,500,000 Assets // Negotiable Annual Fee

The Management Fee is billed on a quarterly basis, in arrears, based upon the market value of the Assets on the last day of the previous quarter.