Charles Reader

Fixed fees for Virtual Family Office services starting at $75,000 annually; Limited Scope Financial Projects fees range from $3,000 to $15,000; Virtual CFO services range from $1,250 to $7,500 per month plus onboarding fee.

$0 - $4,000,000: $32,000 per year fixed fee for Wealth Management $4,000,000 - $10,000,000: $32,000 plus 0.60% of net worth above $4,000,000 per year for Wealth Management $10,000,000+: Negotiable, starting at $68,000 per year for Wealth Management $0 - $1,000,000: 1.00% of AUM for Wealth Planning and Stand-Alone Investment Management $1,000,000 - $3,000,000: $10,000 plus 0.8% over $1,000,000 for Wealth Planning and Stand-Alone Investment Management $3,000,000+: $26,000 plus 0.6% over $3,000,000 for Wealth Planning and Stand-Alone Investment Management

Account minimum: No minimum account size required; however, minimum annual fees apply per service type as follows: $75,000 for Virtual Family Office services, $32,000 for Wealth Management services, $12,000 for Wealth Planning services, and $5,000 for Stand-Alone Investment Management services. These minimum fees may be waived at the firm's discretion. Minimum fee: Minimum annual fees of $75,000 for Virtual Family Office, $32,000 for Wealth Management, $12,000 for Wealth Planning, and $5,000 for Stand-Alone Investment Management services; fees may be waived or reduced at firm's discretion. Fee-only: Fee-only investment advisory services; no commissions charged.