What are your fees and what does it include?
Fee for Planning Services
We offer 2 valued services: Financial Planning and Portfolio Advisement. Both services are offered for one fee. This fee is based upon the portfolio assets under our advisement held at LPL Financial. It is important for you to know that while your fee is billed for “Portfolio Advisory Services”, this fee represents payment for all of the valued services we perform on your behalf. We encourage you to access as many of these services as possible. It is “one stop” financial services at its very best!
Annual Advisory Fee
$3,500,001 - $5,000,000
$3,000,000 - $3,500,000
$2,500,000 - $3,000,000
$2,000,000 - $2,500,000
$1,000,000 - $2,000,000
$250,000 - $1,000,000
*Includes assets held at LPL Financial under my advisement.
**Does NOT include 401k assets, Fixed Annuities, or any assets held away
We Offer Clients Assistance with These Value-Added Services
Comprehensive Financial Planning
Insurance Analysis & Policy Audit
Retirement Income Strategies
Long Term Care Planning
Education & Tuition Planning
IRA Distribution Strategies
Estate/Legacy Planning Strategies
Company Stock Analysis
Tax Planning Strategies
Qualified Plan Beneficiary Analysis
Extensive Client Review
Intergenerational Wealth Transfer
Behavioral Financial Coaching
Portfolio Analysis & Optimization
Consultation for Family & Friends
Financial Plan Only / Hourly Consulting
$300/hour for consulting and planning services for clients without a fee-based advisory relationship. For clients that wish to manage their own investments but would like a financial plan created to address any financial concerns, I offer a standalone financial plan. Basic Financial Plans without a fee-based relationship start at $1,200 and are adjusted based on additional hours required to create more complex financial plans.
*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.