Initial consultation is free.
$200/hour after the initial consultation.
Full Financial Plan
$250 for a basic plan, $200/hour for more complex cases.
The planning fee is reduced to $100 if the client hires us to manage up to $50,000, and is waived if the money equals or exceeds that amount, or if they purchase a commissionable product such as Life Insurance, Long Term Care Insurance, or a Variable Annuity.
Registered Investment Advisor Discretionary Portfolio Management 1
|Assets Under Management 2,3,4||Equities/Mutual Funds||Bonds||Asset Based Trading Fee 1|
|Next $250,000.00||1.00%||0.65%||0.30%||Next $250,000.00||0.85%||0.60%||0.30%||At or above $750,000||0.70%||0.50%||0.30%|
- Any clients which are under the control of our firm and on either the TD Ameritrade or Trust Company of America platforms will never be charged a commission either on the purchase or sale of the security. If not enrolled in an Asset Based Fee arrangement with the custodian, there may be a nominal transaction fee charged by the custodian for trades done on their platform.
- At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. For example, we may combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts. Combining account values may increase the asset total, which may result in your paying a reduced advisory fee based on the available breakpoints in our fee schedule stated above. We may also consider giving discounts to clients who have been long term loyal clients.
- TD Ameritrade charges and collects the Asset Based Fee.
- TD Ameritrade collects an $6.95 fee on all stock or exchange traded fund transactions in accounts other than those designated as Asset Based Fee Accounts. Other TD Ameritrade fee schedules apply to other asset types, such as Options.