Our Value and Fees

 

WHY FEES?

  • We strive to accomplish holistic wealth for clients, not just financial wealth.
  • We utilize a values-based, life-centered approach to planning.
  • We offer indispensable, full-service financial advising with a client-focused service model.
  • We often play a crucial role in multigenerational planning to help families align around legacy and wealth transfer.
  • We strive to far exceed in value what you will ever pay in fees.

 

FEE-BASED INVESTMENT MANAGEMENT AND FINANCIAL PLANNING

Portfolio and Investment Management Fee Schedule

­­­­Account Size

Maximum
Annual Fee

Greater Than
or Equal To

Less Than

 

 

 

$0

$500,000

1.50%

$500,000

$750,000

1.35%

$750,000

$1,000,000

1.25%

$1,000,000

$2,500,000

1.00%

$2,500,000

$5,000,000

0.85%

$5,000,000

--

0.75%

 

 

 

 

 

 

 

 

PPS Custom Program (Platform) Account clients will pay an annual management fee, as outlined in the breakpoint fee schedule above. The management fee is negotiable, billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account. In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and  charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

 

  Fee-Based Financial Planning Services

Discovery Meeting (up to 2 hours)

$250

Comprehensive Financial Plan 

$1,995 - $5,000

ROADMAP to Retirement Plan

*Discounted for existing clients

$2,500

*$1,250

Annual Retainer

$3,750 - $10,000

Project Planning & Investment Consulting**

By Quote, $350 per hour

 

 

 

 

 

 

 

 

 

 **Project Planning

  • Retirement Analysis
  • Insurance Analysis
  • Portfolio Analysis
  • College Planning
  • Estate Planning Analysis
  • Wealth Distribution Planning