Amidon & Petersen Financials LLC

Fee Schedule

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Interview

Initial consultation is free.

Budget Preparation

$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

No Transaction Fee accounts (direct assets) 2, 3

Equities/Mutual Funds Asset Based Trading Fee
First: $99,999.99 1.20% 0.44%
Next: $150,000.00 1.10% 0.44%
At or above: $250,000.00 1.00% 0.44%

Fee schedule (accounts with direct assets) 2, 4

Equities/Mutual Funds Bond Portfolio
First: $99,999.99 1.20% 0.75%
Next: $150,000.00 1.10% 0.70%
Next: $250,000.00 1.00% 0.65%
Next: $250,000.00 0.85% 0.60%
At or above: $750,000.00 0.70% 0.50%

Fee schedule (accounts exclusively in open ended mutual funds) 2, 4

Equities/Mutual Funds Bond Mutual Funds
First: $25,999.99 1.00% 1.00%
Next: $75,000.00 0.85% 0.85%
Next: $150,000.00 0.75% 0.75%
Next: $750,000.00 0.625% 0.625%
At or above: $1,000,000.00 0.50% 0.50%
  1. Any client's assets which are under the control of our RIA (Registered Investment Advisor) and on either the TD Ameritrade platform or the Interactive Brokers platform will never be charged a commission either on the purchase or the sale. There may be a nominal transaction fee charged by the custodian for trades done on their platform.
  2. Discounts may be offered for grouping of accounts on a referral or related family basis, for those who have been long term loyal clients, or for those who are charitably inclined.
  3. TD Ameritrade charges and collects the Asset Based Fee.
  4. TD Ameritrade collects an $8.00 fee on all stock or Exchange Traded Fund transactions in accounts other than those designated as Asset Based Fee accounts.