Fees depend on what we are doing. We may charge fees on recreating tax basis or producing a financial plan. However, in most cases, we include those services as part of an asset management fee. We target our fees to be average within the industry, meaning that we are not giving away our services or over charging. However, we also want to provide more value than the most firms, by being more responsive, more creative with solutions, and more objective. Percent charged varies from 1.5% to 0.75%, but most clients are about 1.35% – 1.25%. We pride ourselves for making fees very simple and understandable, without hidden gotcha or complicated formulas.
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