Fee Schedule & Pricing
Your Goals Our Aim
Credit Analysis
$250*
- Credit Score Report
- Review of credit utilization-Ways to improve Credit Score
- Suggested Refinance Options Based off of credit score
Estate Package
$750*
- Will
- Revocable Living Trust (Pour-over Wills
- Durable Financial Power of Attorney
- Advanced Healthcare Directive and HIPAA Authorization
- Beneficiary Designations
Gun Trust
$300*
- Create a NFA Gun Trust
- Notarized Documents Included
- Schedule appointment with local FFL
Financial Planning
$1750*
- 3 Session Implementation (Introduction, Data Gathering, Implementation)
- Implement Goals/Access Personal Risk Tolerance
- Receive Report w/ continuing Online Access
- Review Suggestions/Changes
Gold Package
$2500*
- 3 Session Implementation (Introduction, Data Gathering, Implementation)
- Includes Credit Analysis, Trust Package, Gun Trust and Financial Plan
- Personal Finance Binder & USB
- 30 min. Annual Follow Up Review
Executive Platinum Suite
$5000*
- 4 Session Implementation (Introduction, Data Gathering, Implementation, Business Plan)
- Includes Credit Analysis, Trust Package, and Financial Plan Personal Finance Binder & USB
- Personal Finance Binder & USB Business Finance Binder & USB
- Business Retirement Account Review
- 1 HR Annual Follow Up Review
*All Packages Require 25% non refundable deposit to
schedule an appointment.
Teachers, Police Officers, Firefighters, Nurses, Active
Military, and Veterans Receive additional 10% off shown
prices.
AUM Fee Schedules
AUM Fee Schedule Individual/Trust Accounts
- $250,000-$499,999 1.40%
- $500,000-$999,999 1.30%
- $1,000,000-$1,499,999 1.15%
- $1,500,000+ 0.95%
- $0-$249,999 1.25%
- $250,000-$499,999 1.15%
- $500,000-$999,999 1.05%
- $1,500,000+ 0.95%
- CD’s and Treasuries 0.25%
AUM Fee Schedule SIMPLE/SEP IRAS
- $0-$249,999 1.50%
- $250,000-$499,999 1.40%
- $500,000-$999,999 1.20%
- $1,000,0000+ 1.00%
- $0-$249,999 1.00%
- $250,000-$499,999 0.95%
- $500,000-$999,999 0.90%
- $1,500,000+ 0.85%
Appointment
Contact Us
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