For asset management, annualized fees are a percentage of assets under management using the following schedule:
1.0% of the amount under $1,000,000
0.8% of the amount from $1,000,001 to $3,000,000
0.6% of the amount from $3,000,001 to $5,000,000
0.45% of the amount over $5,000,000
Account minimum is $500,000. Fees are billed quarterly in advance and may be negotiable depending on circumstance.
Financial planning without asset management is $250 per hour with an 8 hour minimum.