Financial Planning

*$225 per hour

Retirement Planning

*$225 per hour

Investment Advisory

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AUM < $500K

150 basis points (1.50%)

AUM > $500K

125 basis points (1.25%)

AUM > $1M

100 basis points (1.00%)

AUM > $3M

75 basis points (0.75%)

AUM > $5M

60 basis points (0.60%)

AUM > $10M

Call or Message

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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 

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United States