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 on their requirements and the time involved. To initiate 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. Engagements lasting more than 30 days may be billed at the end of each month for time incurred during that period. The CERTIFIED FINANCIAL PLANNER™ will discuss what your comfort level and ability to invest based on the information provided by you.
