Financial Planning

Retirement Planning

 

Investment Advisory

$225 per hour

$225 per hour

See below

150 basis points (1.50%)

125 basis points (1.25%)

100 basis points (1.00%)

75 basis points (0.75%)

60 basis points (0.60%)

Call or Message

AUM < $500K

AUM > $500K

AUM > $1M

AUM > $3M

AUM > $5M

AUM > $10M

Investment Advisory example:

A client with AUM (assets under management) of $1M pays $10K per year. This fee is charged in advance, on a quarterly basis, at $2.5K (($1M x 1%) / 4)

Please note: Advertised rate may require managed accounts

*Average rates shown above. Costs may vary based on the consultant you're working with (sophistication & area of expertise)

 

Bookkeeping, Controller & CFO Services 

Clean Simple Concise

©​ DOAAR 2006-2020

  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon
  • Grey Google Places Icon
  • Grey Instagram Icon
  • Grey Yelp Icon

United States