Fee Schedule

Your fee covers the following costs associated with your investments:

  • Quarterly performance report
  • Comprehensive financial planning
  • Portfolio analysis and optimization
  • Retirement planning
  • Social Security & income planning
  • Periodic rebalancing
  • Insurance analysis
  • Education planning
  • Estate planning
  • Tax planning strategies
  • Annual client reviews
  • Weekly market & economic commentary
  • Monthly portfolio commentary


Actual fees may be higher or lower depending upon each client’s specific situation and the products they select. Investors should note that the deduction of advisory fees will impact overall account returns.