Investment Management Fees
Tiered Advisor Fee Schedule
Includes access to advisor, portfolio review & management and annual review meetings.
Platform and investment fund fees additional
$0 – 49,999.99
$50,000 – 99,999.99
$100,000 – 499,999.99
$500,000 – 999,999.99
$1,000,000 – 1,999,999.99
$2,000,000 – 4,999,999.99
$5,000,000+
1.10%
0.90%
0.90%
0.85%
0.65%
0.35%
0.25%
Financial Planning Memberships
Starter Financial Plan
Designed primarily for clients who are focused on a specific area that they wish to address (i.e., retirement planning, education planning, etc). These clients tend to just be starting out on their financial journey and are wanting to see where they stand in relation to one of their goals. The Intermediate or Comprehensive Plan can be added to this in the future.
- Choice of 1 financial goal
- Access to eMoney through ClicClient Portal
- Quarterly access to financial planner via phone or virtual meetings
- Financial Plan delivered online
Intermediate Financial Plan
Designed primarily for clients who have a few goals that they’re looking to accomplish, need help with completing a budget or are wanting to develop stronger cash flow through efficient spending and saving habits, and begin accumulating wealth. Our Intermediate Financial Plan is designed to provide a snapshot of your financial position and a guidemap to help you reach your selected goals.
- All “Starter Plan” benefits
- Choice of 3 financial goals
- Budget Planning (if needed)
- Monthly access to financial planner via phone
Comprehensive Financial Plan
Designed primarily for clients who have levels of income and wealth or those with more complex financial goals and needs to address. Our Comprehensive Financial Plan is designed to provide a snapshot of your financial position and a guidemap to help you reach all of your goals.
- All “Intermediate Plan” benefits
- Choice of all financial goals
- Financial Plan also available to be printed (if desired)
- Monthly access to financial planner via online or in-person meetings