Services and Fees

Ongoing Advisory Services

On Going Services Wealth Teaming Wealth Counsel
Client Portal Yes Yes
Tax Planning Personal Personal and Business
Retirement Planning Yes Yes
Insurance Planning Personal Personal and Business
Education Planning Yes Yes
Investment Advice Yes Yes
Investment Management Optional Yes
Business Retirement Planning Limited Comprehensive
Estate Planning Yes Yes
Protection Planning Yes Yes
Level of Service Tailored Comprehensive
Minimum Advisory Fee*/AUM $5,000/$450,000 $10,000/$750,000

Investment Management Fee Schedule

(% of Assets Under Management or Flat Fee)

Investable Assets Percentage**
$0,000  – $250,000 1.25%
$250,001 – $1,000,000 1.00%
$1,000,001 – $1,500,000 .85%
$1,500,001 – $2,000,000 .70%
$2,000,001 – $3,000,000 .60%
$3,000,001+ Negotiable
Flat Fee        Amount
Determined by Specific Client Situation Per Client Agreement

* Minimum Advisory Fee can be met through Direct Fee Payments, Investment Management fees or a combination thereof.

** Strategists fees and costs of investments are in addition to Management Fee. Fee Schedule is tiered. Fee schedule is subject to exceptions