How We’re Paid

Your Wealth, Your Choice

We believe in offering a range of payment options so you can choose how you would like to work with us. Transparency is a core value of ours, so you’ll always know the exact fee involved and what to expect in our partnership. 

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PACKAGE COMPARISON

Fee-based Financial Planning 

Rate Billed Per 12 Month Engagement

Gold
$99.99
Fee: 12 Month Engagement | $2,000-$10,000
Wealth Management Discount: 0.025%
3 check-in calls and 1 full review
72 hours response time
Comprehensive Financial Planning
Online Tool
Ongoing Meetings
Platinum
$99.99
Fee: 12 Month Engagement | $10,000-$15,000
Wealth Management Discount: 0.05%
5 check-in calls and 1 full review
48 hours response time
Comprehensive Financial Planning
Online Tool
Ongoing Meetings
Estate Planning Collaboration
Tax Consulting Services (lite)
Diamond
$99.99
Fee: 12 Month Engagement | $15,000-$25,000
Wealth Management Discount: 0.1%
8 check-in calls and 4 full reviews
24 hours response time
Comprehensive Financial Planning
Online Tool
Ongoing Meetings
Estate Planning Collaboration
Tax Consulting Services
Business Valuation Services
One-On-One Consulting
Team Collaboration

Traditional Asset Management*

Annual Rate Billed Quarterly (in advance)

This is a blended fee-agreement, meaning if you have a $3,000,000 account the first $1,000,000 is at 1.30% the next $2,000,000 is at 1.00%, and so on.

CALCULATE FEE

Non-ERISA Retirement Plan Asset Management

Annual Rate Billed Quarterly (in advance)

A flat fee of 1.65% shall be assessed on all assets under management.

INSURANCE

We work with over 50 insurance carriers. Find out what will work for you.

Fill out the form to request a quote from our network or a follow this link to get a quote from Ameritas.

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