Fee Structure:

For those with $250,000 or more in assets under management, a blended fee structure applies:


Up to $2,000,000 – 1%

$2,000,001-$4,000,000 – 0.50%

$4,000,001 and up – 0.25%


For those with less than $250,000 in assets under management, the following fees apply:


Initial fee + monthly retainer of $200-$500, based on complexity


*Asset management is not required but is included in this service


$500 for each of these one-time services:

  -Student Loan Analysis
  -Education Funding
  -Social Security Analysis & Sign-up
  -Medicare Analysis & Sign-up


$2,500 for a one-time comprehensive retirement plan