Planning and Investing Fees
As a fee-only planner, my fees are established up-front and may be flat, hourly, or calculated as a percentage of assets. I earn no commissions for the sale of any products or services.
Financial planning fees depend on the complexity of the client’s situation and generally range from $750 to $3000
Investment management fees range from .6% to 1.55% of assets under management, depending on the amount of assets and the investment products.
