Financial Advisor Fees
It is our goal to provide financial planning and investment management at a price everyone can afford. We provide financial planning on an as-needed basis, and are happy to work with you on a one time, as-needed or on-going basis. We believe this flexibility allows you to receive the highest level of service, while keeping your costs as low as possible.
Financial Advisor Fees
Financial planning services are available for $180 per hour. The number of hours necessary will depend on your unique situation. A personalized quote is provided during your Get Acquainted Meeting.
Investment Management Fees
We believe investment management costs should be transparent. Our fees are deducted quarterly from your investment accounts, so you know the fees you’re paying. No more hidden commissions or sales fees, just total transparency. Investment management services are available for all account sizes, however we do impose a minimum quarterly fee of $45.50 per account.
Account Balance |
Annual Fee Percentage |
|---|---|
| $0 – $100,000 | 1.10% |
| $100,001 – $250,000 | 0.98% |
| $250,001 – $500,000 | 0.85% |
| $500,001 – $1,000,000 | 0.82% |
| $1,000,001 – $2,000,000 | 0.81% |
| $2,000,001 and over | 0.80% |
This price includes services provided by Serenity Financial Consulting, The Planning Center Advisors, custodial fees, and most trading fees. Mutual fund expenses are in addition and range between .3% and .4%, which is significantly lower than the industry average.