Advisor Fees and Services
Our Fees and Services
We believe fee transparency helps you make smarter decisions about who to partner with for financial advice. All annual planning fees can be broken down into automated monthly payments. A one-time onboarding fee of $1,000 applies for Premier and Foundations Financial Planning.
Premier clients pay $5,000 per year for financial planning. This covers the first $500,000 of personal asset management for no additional cost. Planning fees are waived if or when a client’s assets under management exceed $500,000. The Assets Under Management fee schedule would apply instead.
- Life planning
- Up to four client meetings per year after year one
- Tax planning
- Employee benefit review
- Risk management and insurance review
- Cash flow management
- Debt management
- Retirement planning
- College planning
- Estate planning and coordinating with your attorney (or helping you find one)
- Portfolio review
Market Value of Assets Under Management*
|$0 – $500,000||1%|
|$500,000 – $1,000,000||0.90%|
|$1,000,000 – $1,500,000||0.80%|
|$1,500,000 – $2,000,000||0.70%|
|$2,000,000 – $3,000,000||0.60%|
*Blended fee. The first $500,000 is billed at 1%, the next $500,000 at .90%, and so on. For an estimate of your fee, see the calculator below.
Annual Advisor Fee
Billed as a quarterly fee
Estimated Advisor Value
|Study Quantifying Advisor Value||Quantified Advisor Value||Estimated Value of a Planner After 1 year||Estimated Value of a Planner After 3 years||Estimated Value of a Planner After 10 years|
|Envestnet Capital Sigma||2.93% Annually||$0.00||$0.00||$0.00|
|Morningstar Gamma||1.59% Annually||$0.00||$0.00||$0.00|
|Russell Value of an Advisor||4.83% Annually||$0.00||$0.00||$0.00|
|Vanguard Advisor Alpha||3.00% Annually||$0.00||$0.00||$0.00|
|Vanguard Human Alpha||5.00% Annually||$0.00||$0.00||$0.00|
Please contact us with any questions.
The data and statistics presented on this page are based on research completed by unaffiliated third parties. The values and percentages presented are not performance returns. Full reports can be accessed by clicking the links in the Study Quantifying Advisor Value column. Each report contains references and disclosures specific to the report. This calculator should not be relied upon as the sole factor in any investment-making decision. This content is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.