Our Fees
The following is a schedule of our advisory fees. We do not charge any additional fees and we do not charge fees on assets invested in annuities.
Families & Individuals:
Annual Fee Schedule
Amount Under Management
Balances up to $2,000,000
$2,000,001 to $4,000,000
$4,000,001+
Cost per year
1.00%
0.75%
0.50%
401(k) Plan Advisory Services:
Annual Fee Schedule
All accounts
Negotiable