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Simple, Straightforward and Affordable
Our goal is to provide you with the highest level of service and advice at the best possible price. We keep our fees simple so our clients can make an informed decision when they engage our services. You only pay for the level of service you need. When you work with us, you will know the cost in writing before the engagement begins.
Financial Planning Services
This option is for clients who come to us for a complete financial plan or need to address specific issues. The fee will be based upon the complexity of the engagement and the amount of time we estimate it will take for us to complete it. The typical range of fees is as follows:
Broad-Based Plans |
$2,500 - $3,500 |
Investment and Retirement Plans |
$1,500 - $2,500 |
Annual Retainer Services
This option is best suited for clients who don’t have the time, interest or experience to devote to implementing or managing their financial plan and recognize the value of an ongoing relationship with a trusted advisor. Our annual retainer fee schedule is as follows:
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Invested Assets |
Annual Fee % |
First $1,000,000 |
.75%* |
Next $1,000,000 |
.50% |
Subsequent Amounts |
.25% |
*Minimum annual fee is $3,000 |
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Example 1
$250,000 Portfolio |
Example 2
$1,000,000 Portfolio |
$250,000 |
$3,000 |
Total Annual Fee |
$3,000 |
Fee % For The Portfolio |
1.2% |
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$1,000,000 x .75% |
$7,500 |
Total Annual Fee |
$7,500 |
Fee % For The Portfolio |
.75% |
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Example 3
$1,500,000 Portfolio |
Example 4
$2,500,000 Portfolio
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$1,000,000 x .75% |
$7,500 |
$500,000 x .50% |
$2,500 |
Total Annual Fee |
$10,000 |
Fee % For The Portfolio |
.67% |
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$1,000,000 x .75% |
$7,500 |
$1,000,000 x .50% |
$5,000 |
$500,000 x .25% |
$1,250 |
Total Annual Fee |
$13,750 |
Fee % For The Portfolio |
.55% |
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Seminars & Workshops
We offer presentations for organizations and groups. We have several financial topics to choose from to meet the needs of your group. Prices start at $950.
All proceeds from these seminars go directly to Fisher House Boston. This house provides free-living accommodations to family members of wounded soldiers returning from Iraq and Afghanistan who are undergoing treatment at the VA Hospital in Boston, allowing them to be close to their loved ones during treatment and recovery.
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