I have taken specific steps to ensure a few very important things when it came to the construction of my practice: I serve as a fiduciary to my clients which means I have both an ethical and a legal obligation to put clients’ interests before my own in all the recommendations I make.
Assets Under Management Annual Fee Schedule
*Plus separate retirement planning fee (first year only – see below)
Comprehensive Retirement Plan is $750 for AT&T employees, $1250 for non-AT&T – required and billed separately (first year only) for all new households under $500,000. Clients with $500,000 or more in Assets Under Management receive Comprehensive Retirement Planning Services at no additional charge.
Hourly rate is $250 per hour. For those still working, a combination of this rate and/or retirement planning fee will apply.
On occasion, these fees are negotiable depending upon the needs of the client and complexity of the situation. The final fee schedule will be detailed in the Client Agreement.