Investment Consulting Fee
For those clients who desire our professional advice but want to maintain their accounts at their current custodian, we assess an hourly fee for an investment consulting engagement.
Prior to entering into an agreement with our firm the client will receive an estimate of the overall cost based on their plan requirements and the time involved. No deposit is due upon execution of the engagement agreement; the entire fee is due in conjunction with the delivery of our advice or plan.
An hourly engagement lasting more than one month is billed at the end of each month for time incurred. The invoice will be provided each time we assess our fee, and it will include the fee to be charged, the formula used to calculate our fee, the period covered by the fee and the fee calculation itself.