Fixed fees range from $1,000 to $15,000 for financial planning and consulting services; up to $10,000 for estate planning document generation; up to $40,000 for transformational coaching services.
Up to $100,000 - $100,000: 1.20% annually
$100,001 - $250,000: 1.10% annually
$250,001 - $500,000: 1.00% annually
$500,001 - $1,000,000: 0.85% annually
$1,000,001 - $2,500,000: 0.75% annually
$2,500,001 - $5,000,000: 0.70% annually
$5,000,001 - $7,500,000: 0.65% annually
$7,500,001 - $10,000,000: 0.60% annually
$10,000,001 - $20,000,000: 0.55% annually
$20,000,001 - $30,000,000: 0.50% annually
$30,000,001 - $40,000,000: 0.45% annually
$40,000,001 - $50,000,000: 0.40% annually
$50,000,001 - $100,000,000: 0.30% annually
Account minimum: $100,000
Fee-only: Hourly fees range from $50 to $300; Fixed fees range from $1,000 to $15,000 for financial planning and consulting services.