Fees

Fixed Advisory Fee

$100
Per month
+$600
Up front
  • No minimum account size
  • Unlimited financial planning
  • Investments generally limited to Target Date, Balanced, or other similar types of ETFs or mutual funds.
  • Fees paid by credit card or bank debit

 

Request More Info

Asset Based Fee

0.5% – 1.0%Depending on your investment strategy based on size of your investment portfolio

  • $200,000 minimum account size
  • Unlimited financial planning
  • Custom investment strategy
  • Fees deducted from investment account(s)

 

Request More Info

Click here for more information on Small Business Retirement Planning fees