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Annual Fee Schedule

Rental Property Analysis

Review of your current portfolio of rental properties to determine ways to maximize profitability and minimize management hassle for long term income generation. 

$300 per property * 

*For clients of Ongoing Comprehensive Planning services, this service is included at no extra charge. 

 

Social Security Maximization

Analysis of different social security claiming strategies to maximize benefits over your lifetime. 

$700 per individual | $900 per couple *

*For clients of Ongoing Comprehensive Planning services, this service is included at no extra charge. 

 

Ongoing Comprehensive Planning

Minimum on-going fee of $5,000/yr (billed monthly). 

It includes the following:

– An annual review of financial plan and performance report. 

– Evaluation of sustainable retirement income withdrawal rate. 

– Investment management services for up to the first $500,000 without incurring a management fee. 

Investment Management Services

Fee schedule applies to assets we directly manage:

1.0% on assets between $0 and $999,999

0.8% on assets between $1,000,000 and $1,999,999

0.6% on assets between $2,000,000 and $2,999,999

0.4% on assets $3,000,000 and above

 

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