You are paying for our expertise, advice and service.
The Fiduciary Family Steward Financial Life Planning Fee is a flat fee payable in four installments.
You are not obligated to a long term relationship.
|
Net Worth |
Quarterly fee |
Annual fee |
|
Up to $2,500,000 |
$2,500 |
$10,000 |
|
Up to $3,500,000 |
$5,000 |
$20,000 |
|
Over $3,500,000 |
|
Negotiable |
Net worth excludes primary residence, includes all other real estate, rentals, investment property, business interests, investment & retirement accounts.
For net worth (excluding primary residence) up to $2,500,000
the annual fee for ongoing financial planning
with or without investment management is $10,000 collected in quarterly installments of $2,500.
For net worth (excluding primary residence) exceeding $2,500,000 up to $3,500,000
the annual fee for ongoing financial planning
with or without investment management is $20,000 collected in quarterly installments of $5,000.
Quarterly fees are due and payable at the end of each quarterly billing period
Use the calendar below to schedule a free 30 minute call to learn more about our flat fee financial planning services.
