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What are Crystal Brook Advisors method of compensation and fee schedule?
Financial planning and investment consultation engagements are conducted under an hourly fee. Our rate is $250 per hour; billed in 10‐minute increments, and a partial increment (e.g., six minutes) is treated as a whole increment. Prior to entering into an agreement with our firm the client will receive an estimate of the overall cost based…
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What are Traditional IRA/Rollover IRA plans?
Technically Traditional IRAs and Rollover IRAs are the same account type. Your Rollover IRA designate the funds have been rolled over from a qualified plan. Contributions may be tax deductible. One account holder/one signer. The plan requires an IRA Beneficiary Designation form.
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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…
