Investment and Financial Planning Schedule

Consultation

The initial consultation is free and there's no obligation.

Financial Planning

Comprehensive Financial Plan = $800.00

Investment Management

$5,000 to $10,000,000 = 0.5%.

$10,000,001 to $20,000,000 = 0.35%

$20,000,001 = Negotiable.

The investment management fee is a percentage based on the assets we manage.  It's an annual fee charged quarterly as outlined in the firm’s ADV filing. In addition to the annual fee, there may be trading fees assessed by T.D. Ameritrade. 

Fee Example:

Investment Account = $100,000. The investment fee would be .5% or $500; billed quarterly at $125.