WHERE LIFE PLANNING & FINANCIAL PLANNING COME TOGETHER
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Our standard annual fee ranges from 1% - 1.5% of the total amount of assets held at our custodian, TD Ameritrade. You can convert this into a monthly amount by completing the following equation (based on a fee of 1.25%):

Monthly Cost = [(Total Investment Portfolio * (.0125)/12)]

 
Name *
Name
The Dollar Amount you would like us to deduct from your accounts
$
The number of times you would like to be billed each year.