How we get paid
As a company and family we believe in complete transparency.
There are several ways we get paid below are the listed options.
Asset based fees
$0-$999,999.00 1%
$1,000,000.00-2,499,999 .95%
$2,500,000.00-5,000,000 .90%
Over $5,000,000.00 Negotiable
Participation biased fee offered to Accredited investors only
Minimum $2,000,000.00
5% on growth of account only
Financial planning
This depends on the complexity of the individual or business.
One off
$200 Investment allocation analysis and recommendation
$800 Single issue planning
Ongoing yearly
$1,500-$1,800 VIP (individual financial life planning)
$1,800-$2,500 VIP Family (Entire family financial planning)
$3,500+ The VIP (Complex financial planning for a sophisticated investor)
$3,500+ VIP Business (Financial planning for business)
Lastly we also have Commission products offered to our clients.
Commission varies with each company.
