About Us
Our Fee Schedule
Our comprehensive wealth management services include investment management, tax planning, retirement and education planning, distribution planning, estate planning coordination and more.
We take pride in our full- service approach because we believe all facets of a financial life work in coordination to propel your plan forward.
By working with a trusted partner who is continually monitoring your plan and helping to make adjustments as needed, like we do, you can keep your future on track.
| FEE SCHEDULE | |
|---|---|
Assets Under Management |
Annualized Asset-Based Fee |
|
$0 - $499,999 |
1.15% |
|
$500,000 - $999,999 |
.9% |
|
$1M - $2,999,999 |
.65% |
|
$3M - $4,999,999 |
.55% |
|
$5M + |
.5% |
by Launch Kits
