Transparent Pricing

Investment Management Fee Base

Assets under managementCumulative AUMAnnual fees
First 2 million$ 0 - 2,000,0001.00%
Next 3 million$ 2,000,001 - 5,000,0000.75%
Next 5 million$ 5,000,001- $10,000,0000.60%
*Fundamental Wealth Planning fees are included with Investment management

Client Portfolio management and Wealth planning

Portfolio Management

Includes- Analysis of clients’ portfolio. Pinpoint the level of risk clients currently has and show them the actual risk current investments carry.

Wealth Planning FundamentalsWealth Planning StandardWealth Planning Premium
Meetings Per Year1-2 Meetings2 Meetings on Average4 Meetings on AverageUnlimited Meetings
Retainer Fees$250*$1,000$2,500$8,000
Align portfolio to match risk comfort levelcheckcheckcheckcheck
Stress test investments against past market crisescheckcheckcheckcheck
Financial Position Statementcheckcheckcheck
Cash Flow Planningcheckcheckcheck
Financial Risk Managementcheckcheckcheck
Employment Benefits Reviewcheckcheckcheck
Education Planningcheckcheckcheck
Estate Planningcheckcheckcheck
Retirement Planningcheckcheckcheck
Investment Planningcheckcheck
Special Needs & Dependent Carecheckcheck
Small Business Retirementcheckcheck
Tax Planning Coordination (with your tax advisor)checkcheck
Charitable Planningcheckcheck
Executive Compensationcheck
Business Successioncheck
Family CFO Servicescheck
Trust Servicescheck
Complex Scenarioscheck
I’m InterestedI’m InterestedI’m InterestedI’m Interested

*Make the check out to a charity of your choice.

  • CLIENT PORTFOLIO MANAGEMENT

    Includes- Analysis of clients’ portfolio. Pinpoint the level of risk clients currently has and show them the actual risk current investments carry.

    Meetings Per Year 1-2 Meetings

    Retainer Fees $250

    Align portfolio to match risk comfort level check

    Stress test investments against past market crises check

    Financial Position Statement

    Cash Flow Planning

    Financial Risk Management

    Employment Benefits Review

    Education Planning

    Estate Planning

    Retirement Planning

    Investment Planning

    Special Needs & Dependent Care

    Small Business Retirement

    Tax Planning Coordination (with your tax advisor)

    Charitable Planning

    Executive Compensation

    Business Succession

    Family CFO Services

    Trust Services

    Complex Scenarios

    I’m Interested

  • WEALTH PLANNING FUNDAMENTALS

    Meetings Per Year 2 Meetings on Average

    Retainer Fees $1,000

    Align portfolio to match risk comfort level

    Stress test investments against past market crises

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning

    Special Needs & Dependent Care

    Small Business Retirement

    Tax Planning Coordination (with your tax advisor)

    Charitable Planning

    Executive Compensation

    Business Succession

    Family CFO Services

    Trust Services

    Complex Scenarios

    I’m Interested

  • WEALTH PLANNING STANDARD

    Meetings Per Year 4 Meetings on Average

    Retainer Fees $2,500

    Align portfolio to match risk comfort level

    Stress test investments against past market crises

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning check

    Special Needs & Dependent Care check

    Small Business Retirement check

    Tax Planning Coordination (with your tax advisor) check

    Charitable Planning check

    Executive Compensation

    Business Succession

    Family CFO Services

    Trust Services

    Complex Scenarios

    I’m Interested

  • WEALTH PLANNING PREMIUM

    Meetings Per Year Unlimited Meetings

    Retainer Fees $8,000

    Align portfolio to match risk comfort level

    Stress test investments against past market crises

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning check

    Special Needs & Dependent Care check

    Small Business Retirement check

    Tax Planning Coordination (with your tax advisor) check

    Charitable Planning check

    Executive Compensation check

    Business Succession check

    Family CFO Services check

    Trust Services check

    Complex Scenarios check

    I’m Interested


    LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Hourly rates

Additional tax and financial planning services available at an hourly rate - $250 hr 


Schedule free 30 minute consultation