Fees
*** New Clients after 1/1/2022
Fixed Advisory Fee
$150 per month + $600 upfrontFees may vary depending on client situation
- 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
Asset Based Fee
0.5% – 1.0%Fees depend on portfolio strategy and size
- $200,000 minimum account size
- Unlimited financial planning
- Custom investment strategy
- Fees deducted from investment account(s)