Joel Almquist

Fixed fees for one-time financial planning services ranging from $2,500 to $80,000; ongoing fixed fees $2,500 - $80,000 annually.

$0+: Advisor fee up to 2.0% annually, negotiable, may be tiered, flat, or linear $0+: Technology fee: 0.06% annually on APM and UMA Program Platforms $0+: Sovran Managed Portfolio Model Fee (APM only): 0.01% to 0.13% annually $0+: Administration Fee (UMA only): varies by custodian and portfolio, disclosed separately $0+: Strategist Fee (UMA only): varies by selected Strategist, disclosed separately $0+: AssetMark Platform minimums: $6,000 for qualified accounts, $10,000 for non-qualified accounts; Platform Fee tiered with minimum $90 per quarter $0+: SEI Program fees vary by model and are charged separately

Certain representatives receive commissions as registered representatives and/or insurance agents for insurance and securities products.

Hourly fees range from $250 to $750 per hour for financial planning services.

Account minimum: $25,000 Minimum fee: Fixed fees ranging from $2,500 to $80,000 for one-time or ongoing financial planning services; initial setup fees $1,000 - $15,000 for ongoing services Fee-only: Fixed fees $2,500 - $80,000 and hourly fees $250 - $750 per hour for financial planning services