If we are managing investment accounts for a client, then we charge an investment management fee on a quarterly basis. We directly debit your managed accounts each quarter, based on the fee schedule in your agreement. Our annual fees range from 1.5% to 0.5% based on the amount of assets we manage for you. So if your annually fee is 1.0%, then your quarterly fee would be 0.25%. You will receive a billing statement each quarter with your breakdown in fees.
If you are working with us on an hourly basis for financial planning, then we would total up the hours of planning we would need and charge you a flat fee of that total. Half of the fee is due upfront to start planning and the remainder is due at plan delivery.