Pricing

ASSET BASED FEES

$0-$999,999.00  1.00-1.50%

$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.

                                                                                  One off

                                                                                  $200 Investment allocation analysis and recommendation

                                                                                  $800 Single issue planning

                                                                                  Ongoing yearly

                                                                                  $2,800-$3,800 VIP (individual financial life planning) 

                                                                                  $3,200-$4,500 VIP Family (Entire family financial planning)

                                                                                  $5,500+ The VIP (Complex financial planning for a sophisticated investor)

Commission

Commission varies with each company.