There is a minimum annual fee of $7,500 for Wealth Management.

This fee covers the first $1 million dollars investment management, comprehensive financial planning updated annually, and preparing and filing simple 1040 tax returns.

Account values greater than $1,000,000 are managed at 0.25% multiplied by the balance over $1 million dollars

For example:

First $1,000,000 = $7,500 (minimum fee)
Next $1,000,000 = $2,500 (at 0.25%)
Total $2,000,000 = $10,000

A $2 million account fee is equivalent to paying 0.5%.

A $3 million account fee = $12,500 or 0.4167%.

A $10 million account fee = $30,000 or 0.3%

Why are my fees so low? Most of my clients get the most value when their have $1,000,000 worth of investments to manage. Planning asset withdrawal is the bulk of my work, and I estimate my fee to be around $5,000 for this and tax returns. All investment management fees are estimated to be around 0.25%. My fees are tax deductible, subject to itemized deduction. Get Started.