Broker Check

Compensation Schedule

Schedule of Fees for Advisory Accounts

Our fee schedule is designed with your growth in mind. We have a base fee of 1.50% and our graded schedule decreases .25% for every additional million invested with us. 

First $1 million ($25,000 - $1,000,000)                                1.50%

Next $1 million (1,000,000.01 - $2,000,000)                        1.25%

Next $1 million ($2,000,000.01 - $3,000,000)                      1.00%

Next $1 million ($3,000,000.01 - $4,000,000)                       0.75%

Next $1 million ($4,000,000.01 - $5,000,000)                       0.50%

All Assets over $5 million (5,000,000.01 and over)             0.25% 

We offer a competitive compensation schedule that is all encompassing. Once you become a client we do not charge Retirement Planning, Estate Planning or any other fees for financial advice or support. If you have questions about how we are compensated and what you get for that compensation please reach out to our representatives. 

All initial meetings are free of any charge and are considered introductions to see if our firm is a relationship that will work best for you and your financial wellness.  

If you need financial planning done, but do not have assets to invest with us, we will work out a fee with you that is comfortable for both parties. 

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