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Price is what you pay. Value is what you get.

Henry Ford

Financial Planning Services

The annual cost for our financial planning services is $5,000 per year, broken up into monthly payments.

The following planning projects are included.

Investment Management Services

The cost for investment management services starts a 1% per year and goes down for every million you have invested. Any investment revenue earned will offset the annual financial planning cost.

For example, if you have investment accounts managed by us at Charles Schwab totaling $400,000, the annual financial planning cost would be reduced by $4,000. $400,000 x 1.00% = $4,000.

  • First $1 Million: 1.00%
  • $1 Million to $2 Million: 0.85%
  • $2 Million to $3 Million: 0.75%
  • $3 Million to $4 Million: 0.65%
  • $4 Million to $5 Million: 0.55%
  • Over $5 Million: 0.50%