Personal Index Portfolios
|Assets Under Management||Fee|
|First $1 million||1.0%|
|Over $1 million to $10 million||.85%|
|Over $10 million||Negotiable|
Financial planning services are offered at no additional cost for clients with Assets Under Management of $500,000 or more, subject to limitations.
Clients with smaller balances may choose an ongoing financial planning relationship that starts at $125 per month. This subscription arrangement gives clients access to powerful financial planning tools like RightCapital, FP Alpha, and more. Asset minimums are waived for subscription clients.