Nicole Dutkus

Financial planning services: Foundation $3,000 first year ($1,500 at signing, $1,500 at initial results meeting), $2,000/year for ongoing; 360 is 0.20% of net worth per annum, billed quarterly in advance.

$0 - $1,000,000: 1.50% (Levels 1 & 2), 1.25% (Level 3) for Discretionary Equity Separately Managed Accounts $1,000,001 - $5,000,000: 1.00% (Levels 1 & 2), 0.75% (Level 3) for Discretionary Equity Separately Managed Accounts $5,000,001 - $10,000,000: 0.75% (Levels 1 & 2), 0.50% (Level 3) for Discretionary Equity Separately Managed Accounts $10,000,001+: Negotiated fee rate for Discretionary Equity Separately Managed Accounts $0 - $1,000,000: 1.00% for Discretionary ETF Accounts $1,000,001 - $5,000,000: 0.75% for Discretionary ETF Accounts $5,000,001 - $10,000,000: 0.50% for Discretionary ETF Accounts $10,000,001+: Negotiated fee rate for Discretionary ETF Accounts

Account minimum: $10,000 for Discretionary ETF Strategies; $100,000 preferred for 100% single strategy Discretionary Equity Separately Managed accounts; $250,000 general minimum for Discretionary Equity Separately Managed accounts; $1 million investable assets or $2.5 million net worth for "360" financial planning service; no minimum portfolio size required to start or maintain a relationship (but account size affects investment options) Fee-only: Non-discretionary advisory account fees generally range from $50 to $2,500 on a fixed fee basis depending on level and scope of services required.