Discover a clear and concise Fee Schedule template to navigate investment, transaction, and planning fees with ease. Plan financially with transparency. Our fee schedule is straightforward and designed to support your financial goals.
Description
Fee Schedule
Our fee schedule is straightforward and designed to support your financial goals:
- Investment Management: A yearly fee of 1% of your assets, billed quarterly, with lower rates at higher asset levels and a bonus fee on exceptional performance.
- Transaction Fees: Fixed rates for stock, option, and mutual fund trades to keep your costs predictable.
- Financial Planning: Choose from hourly advice, a one-time project fee, or an ongoing retainer for continuous guidance.
- Administrative Costs: Minimal fees for account maintenance and other administrative services.
How to Use
- Evaluate Your Finances: Review how our fees fit into your investment and financial planning.
- Connect With Us: Get in touch for personalized advice or to clarify any questions about our fees.
- Maximize Your Portfolio: Partner with us to refine your financial strategy with full transparency on costs.
Additional information
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