- Clients with $650,000 in assets under management (AUM) per household will be charged .97% annually; 1.0% for the first $500,000 and .9% for the remainder of $150,000.
- Clients with $1,800,000 in assets under management (AUM) per household will be charged .86% annually; 1.0% for the first $500,000, .9% for the next $500,000 and .75% for the remainder of $800,000.
- Expenses relating to investment selection range from .35% – .95% and are additional to advisory fees; refer to the firm brochure ADV Part A, page 6, for full break-point pricing regarding investment selection expenses.
In lieu of an AUM (assets under management) fee, the client may choose a monthly fee-based plan. Generally, the range of a monthly fee-based plan is $650-$1,650 per month for planning services as determined and mutually agreed upon through a financial planning agreement for a period of one year and renewed annually.