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fees

Goat Rocks Wilderness, WA

Initial options:

Option A: Ongoing financial life planning with investment management

Quarterly fixed fee: $875-$1,500

plus

Quarterly investment management fee based on assets under management and the following (annualized) fee schedule:

First $500,000: 0.30%

Next $500,000: 0.24%

Next $1,000,000: 0.18%

Above $2,000,000: 0.12%

Fixed fee portion of payment could be as high as $2,000/quarter. Additional investment management fee schedules may apply, based on each client's unique financial profile. All fees will be evaluated (and updated if needed) each year at annual review time.

Option B: Initial Financial Life Planning

Fee: $4,500-$8,000

Payment is made by initial deposit of $1,200 with the remaining amount due at the end of the engagement.

Option B1: Ongoing financial life planning without investment management

Quarterly fixed fee: $1,000-$2,000

Fee will be evaluated (and updated if needed) each year at annual review time.

Option B2: Hourly, as-needed, financial life planning

Hourly rate: $300

 

The hourly rate will be billed in six-minute increments (1/10th of an hour). Hourly rate will be evaluated (and updated if needed) annually.

Option C: Single two-hour real-time financial advising meeting

Fee: $800

I will answer as many of your questions as possible in the two-hour meeting. I will not do any analysis, research, or planning outside of the meeting. Payment is due after the meeting.

After completion of initial financial life planning (if option B chosen initially):

Standalone option:

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