Investment and Financial Planning Schedule
The initial consultation is free and there's no obligation.
Comprehensive Financial Plan = $800.00
$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.
Investment Account = $100,000. The investment fee would be .5% or $500; billed quarterly at $125.