Are there Fixed Planning Fees?
Yes. Our fixed fee planning services are typically designed for those who prefer a broad‐based plan,involving multiple service components. The fee ranges from $250 to $5,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc. To begin the engagement we require a deposit of $250 or one half the estimated fee, whichever is greater, and the remaining fee is due upon our delivery of the plan or investment advice.
