Investment and Financial Planning Schedule

Consultation

Your initial consultation is free, and there's no obligation.

Financial Planning

Comprehensive Financial Plan = $0.00.

We are eliminating our financial planning fee. The cost to you is zero, nada, zilch  –100% free. If you're anxious about your financial future, fearful about retirement, or concerned with your investments, give us a call, we're here to help. There is no cost or obligation to complete your financial plan with our firm - a priceless offer.

Investment Management

$10,000 to $5,000,000 = 0.5%.

$5,000,001 to $10,000,000 = 0.35%

$10,000,001 or more = 0.25%.

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 = $1,000,000. The investment fee would be .5% or $5,000; billed quarterly at $1,250.