Fixed fees of $2,000 to $5,000 for Financial Guidance Services; $3,000 fixed annual fee for Retirement Plan Consulting Services for plans with assets less than $500,000; $1,500 minimum annually fixed fee for Retirement Plan Consulting Services under Section 3(38) of ERISA.
$0 - $1,000,000: Financial Life Management: 1.00% annually
$1,000,000.01 - $3,000,000: Financial Life Management: 0.75% annually
$3,000,000.01 - $5,000,000: Financial Life Management: 0.50% annually
$5,000,000.01+: Financial Life Management: 0.35% annually
$0 - $1,000,000: Investment Management: 0.80% annually
$1,000,000.01 - $3,000,000: Investment Management: 0.50% annually
$3,000,000.01 - $5,000,000: Investment Management: 0.40% annually
$5,000,000.01+: Investment Management: 0.30% annually
$0 - $5,000,000: Non-Profit 501(c)(3) Investment Management: 0.50% annually
$5,000,000.01+: Non-Profit 501(c)(3) Investment Management: 0.25% annually
$0+: Tactical Cash Management Strategy: 0.25% annually
$0 - $500,000: Retirement Plan Consulting Services: 0.85% annually
$500,000.01 - $1,000,000: Retirement Plan Consulting Services: 0.70% annually
$1,000,000.01 - $2,000,000: Retirement Plan Consulting Services: 0.30% annually
$2,000,000.01 - $5,000,000: Retirement Plan Consulting Services: 0.20% annually
$5,000,000.01 - $10,000,000: Retirement Plan Consulting Services: 0.10% annually
$10,000,000.01+: Retirement Plan Consulting Services: 0.05% annually
Minimum fee: Financial Life Management: $5,000 annually minimum; Investment Management: $4,000 annually minimum; Non-Profit 501(c)(3) Investment Management: $2,500 annually minimum; Tactical Cash Management Strategy: $1,000 annually minimum; Retirement Plan Consulting Services: $3,000 annually minimum
Fee-only: Fixed fees ranging from $2,000 to $5,000 for Financial Guidance Services; Hourly fees ranging from $250 to $350 per hour.
