All
prices are based on the individual engagement and may vary depending on the
individual situation.
FINANCIAL PLANNING
RETIREMENT PLANNING & INVESTMENT
ANALYSIS
$1000 (Flat)
FINANCIAL CHECK-UP
$250 (Hourly) $500 minimum
ANNUAL UPDATE
$250
INVESTMENT MANAGEMENT
Less than $100,000 1.50%
From $100,000 to $499,999 1.25%
From $500,000 to $999,999 1.00%
Excess of $1 Million 0.75%
*Additional fees may be charged depending
on advisory program and internal fund expenses.
Annuities Fees vary depending on the benefits selected and insurance company.
Life/Long-term care Premiums vary depending on age, gender, health class and amount of insurance desired.