Fee Schedule
| Account Size | Annual Advisory Fee* |
| $0 – $2,999,000 | 1% |
| $3,000,000 – $4,999,999 | .85% |
| $5,000,000 – $9,999,999 | .75% |
| $10,000,000 – $19,999,999 | .60% |
| $20,000,000 + | Negotiable |
| Average Individual Planning Fee | $4,500 First year / negotiable thereafter if needed |
| Average Business Owner Planning Fee | $7,500 First year / negotiable thereafter if needed |
Value-added Services
| Quarterly Performance Reports | Quarterly Face to Face Client Reviews |
| Comprehensive Financial Planning | Portfolio Risk Assessment |
| Retirement Planning | Asset Preservation Strategies |
| Deferred Compensation | Insurance Evaluation |
| Estate Planning Strategies | 401K Asset Allocation Assistance |
| Tax Planning Strategies | Company Stock Options Analysis |
| Trust Design & Review | Business Succession Planning |
| Charitable Planning | Defined Benefit Plans |
