William Haddock

Fixed fees for financial planning and educational seminars; minimum project fee generally $25,000 for consulting projects

$0+: Fees generally range from 0.50% to 1.50% annually, negotiable and tiered by client $0+: Envestnet UMA tiered platform fee: 0.02% to 0.04% annually with $50 minimum annual fee per account $0+: Wrap Fee Program: 0.50% to 2.0% of assets annually, tiered and negotiable $0+: Consulting Services annual retainer fee (discretionary portfolios): 0.20% to 0.50% of assets under supervision $0+: Consulting Services annual retainer fee (non-discretionary portfolios): 0.08% to 0.50% of plan assets or assets under supervision $0+: Retirement Plan Consulting Services: 0.05% to 0.50% of plan assets annually, tiered and negotiable $0+: Outsourced Chief Investment Officer Services (OCIO): 0.20% to 0.50% of assets under supervision annually

Hourly fees range from $350 to $500 depending on expertise and complexity

Certain private funds have performance-based fees negotiated individually; some legacy clients may pay a percentage of profits in lieu of management fees

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250 (may be waived at discretion) Fee-only: Consulting and financial planning fees may be hourly ($350-$500/hr), fixed fees (minimum project fee generally $25,000), or annual retainers (percentage of assets or fixed fees)