Invisor

Project-based financial planning fees ranging from $250 to $15,000 depending on the nature of the work; ongoing financial planning includes $1,000 upfront fee plus $195 monthly.

$0 - $100,000: 1.50% (150 basis points) for Wealth Management; 1.20% (120 basis points) for Investment Management Only $100,001 - $500,000: 1.15% (115 basis points) for Wealth Management; 0.85% (85 basis points) for Investment Management Only $500,001 - $1,000,000: 0.80% (80 basis points) for Wealth Management; 0.70% (70 basis points) for Investment Management Only $1,000,001 - $2,000,000: 0.70% (70 basis points) for Wealth Management; 0.60% (60 basis points) for Investment Management Only; 0.65% (65 basis points) for Investment Management Only - Wealth Launch $2,000,001 - $10,000,000: 0.60% (60 basis points) for Wealth Management; 0.50% (50 basis points) for Investment Management Only $10,000,001+: Customized Fee Schedule

Hourly financial planning fees range between $100 and $300 per hour, depending on complexity.

Minimum fee: Minimum quarterly fee of $250.00 for Wealth Management and Investment Management Only services, may be discounted or waived in certain instances. Fee-only: Financial Planning fees (project-based $250 to $15,000; hourly $100 to $300 per hour; ongoing financial planning $1,000 upfront plus $195 per month). Investment advisory fees paid as asset-based fees.