The Maintaining Financial Independence plan is for someone that needs help managing investment assets, enjoys having someone else to go to for financial questions and can include estate planning and/or owning a business. This also may apply to someone going through major life transitions that have deep impacts on family dynamics.
Our fee schedule is as follows:
|Assets Held Under Management||Annual Percentage Fee|
|Less than $250,000||1.25 %|
|$250,000 – $1,000,000||1.00 %|
|$1,000,001 – $2,500,000||0.85 %|
|$2,500,001 – $5,000,000||0.60 %|
|$5,000,001 +||0.50 %*|