Fees for assets under management are billed quarterly and are based upon the following schedule:
First $500,000 1.25% per year
Next $500,000 1.00% per year
Next $2,000,000 0.75% per year
Above $3,000,000 negotiable
Basic financial planning fees for clients with assets under management are waived. Planning only fees are billed at $150.00 per hour