Your Costs
Option # 1 - Investment Services Only
Investment Advisory Expenses Schedule*
- ~1.25% for First $500,000
- ~1.10% for amounts greater than $500,000 and up to $2,00,000
- ~0.85% for amounts greater than $2,00,000 and up to $3,000,000
- ~0.75% for amounts greater than $3,000,000 and up to $5,000,000
- ~0.60% for amounts greater than $5,000,000
Unlimited Personal & Business Planning Areas
- Included with $750,000+ of household assets under management held in our managed account platform
* Investment Services offered through My Advice Architect program.
* Please refer to the ADV 2A and client agreement for full list of details and applicable fees.
* This schedule is subject to change and is reflective of our office operations and service experience and not reflective of our broker-dealer as a whole.
Option # 2 - Financial Planning Only
- Choose any two Financial Planning Areas for a flat rate starting at $2,400 for a 4-month engagement period
- Unlimited Financial Planning Areas for a flat rate starting at $4,800 for a 4-month engagement period
*$750,000 is our new household minimum. Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter. Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints.
We are passionate about supporting our community and will continue to give back by offering 501(c) non-profit accounts the benefit of a reduced expense schedule.
