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What are your fees and what does it include?

Fee for Advisory and Planning Services offered through LPL Financial

We offer 2 valued services: Financial Planning and Portfolio Management. 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!

Fee Schedule

Portfolio Size

Annual Advisory Fee

$5,000,000 +


 $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


< $250,000


*Does NOT include 401k assets, Fixed Annuities, or any assets held away

Client Value Added Services

Portfolio Advisement

Comprehensive Financial Planning

Performance Reporting

Insurance Analysis & Policy Audit

Retirement Income Planning

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

Charitable Planning

Beneficiary Audit

Portfolio Analysis & Optimization

Consultation for Family & Friends

*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.