Business Retirement Planning, Estate Planning, Protection Planning
Investment Management Fee Schedule
Investable Assets
Percentage*
$0,000 – $500,000
1.50%
$500,001 – $1,000,000
1.25%
$1,000,001 – $2,000,000
1.00%
$2,000,001 – $3,000,000
.90%
$3,000,000+
Negotiable
* Strategists fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions.