Fee Schedule Included Services Portfolio Design Ongoing Investment Meetings Retirement Income Calculations Net Worth Calculations Wealth Management Fee Schedule $500K and Under Advisory Fee 1.20% Platform Fee 0.22% Total Annual Fee 1.42% $500K – 2 Million Advisory Fee 1.00% Platform Fee 0.17% Total Annual Fee 1.17% 2 Million – 10 Million Advisory Fee 0.80% Platform Fee 0.14% Total Annual Fee 0.94% 10 Million – 25 Million Advisory Fee 0.60% Platform Fee 0.11% Total Annual Fee 0.71% 25 Million and Above Advisory Fee 0.40% Platform Fee 0.08% Total Annual Fee 0.48% Additional Services Contact us for more information on fees for these services. We will collaborate to determine a fee structure that aligns perfectly with your needs.• Financial Planning• Insurance Planning• Monthly Budgeting• Estate Planning
