Pricing
INVESTMENT MANAGEMENT FEES
Advisory Tiered Fee Schedule*/Account Values
| 1.35% | $10,000 – $99,999 |
| 1.2% | $100,000 – $499,999 |
| 0.9% | $500,000 – $999,999 |
| 0.8% | $1,000,000 – $2,499,999 |
| 0.7% | $2,500,000 or more |
*Advisory Tiered Fee Schedule does not include any potential investment manager fees of 0.00%- 0.40%. Clients choosing to use us for investment management may receive a discount on their annual financial planning fee. This Discount applies to the second year of our planning relationship.
FINANCIAL PLANNING FEES
We offer two complimentary meetings, and we require a $1,000 commitment, which represents 1/3 of the entire financial planning engagement. After delivery of your Cornerstone Plan, we will collect the remaining $2,000 cost. This remaining cost may be reduced or waived based on assets that you may choose to manage.
VIEW OUR FINANCIAL PLANNING ROADMAP HERE.