Several options are available and clients may choose a combination of services.
Fees are not determined by product sales and are determined by the best interest of the client.
Percentage of Assets Under Management
Should you prefer to become an “advisory client” my fee would be a percentage of the total amount invested ranging from 1-2% with no limit on the number of accounts.
Per Trade Fee
As a “brokerage client” (individual accounts under $10,000) fees are charged per trade and determined by the securities traded.
Financial Plan
A flat fee of $1500 is charged for performing research and analytics to produce a specialized individual financial plan (this fee is waived for advisor clients).
Consulting fee
$400/hr charged in 1/2hr increments (quarterly consulting is included for advisory clients).
