How much do you charge for planning services?

We are a fee-only advisory firm. We do not receive any compensation from the investments we purchase on behalf of our clients, or the financial products we recommend to them. Generally, our fees are based on our clients' liquid net worth for our investment management and comprehensive financial advice. However, if a time-based fee is more appropriate for the specific nature of a particular engagement, we charge $225 per hour for our services. Our fees for ongoing advisory services are negotiated with clients on an individual basis, but utilize the following fee schedule as a guideline:
a. One percent (1%) of the first $500,000 of liquid net worth; plus
b. Seven-tenths of one percent (7/10%) of the next $500,000 of liquid net worth; plus
c. One-half of one percent (1/2%) of liquid net worth in excess of $1,000,000.