Sample Fee Engagements

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.