Investment and Financial Planning Schedule

Consultation

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

Financial Planning

Comprehensive Financial Plan = $0.00.

We eliminated our financial planning fee because of the current market conditions. 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. 

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.