Financial Planning
Our comprehensive financial planning service starts at $2,500.
Hourly advice beyond the financial planning services is billed at $350 per hour.
Assets Under Management
All asset management clients will begin with our financial planning process.
$1,000,000 to $1,499,999
$1,500,000 to $1,999,999
$2,000,000 to $2,999,999
$3,000,000 to $4,999,999
$5,000,000 to $9,999,999
$10,000,000 to $14,999,999
$15,000,000 to $24,999,999
Greater than $25,000,000
1.10%
1.00%
0.95%
0.85%
0.80%
0.70%
0.60%
0.50%
*Annual investment advisory fees are billed quarterly and based on the account value at the end of each quarter.
**Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints
***In addition to above, clients pay a Cetera Program Fee and Manager Fee, based on selected investments.
Please refer to the Form ADV Part 2A at Cetera Advisor Networks for additional fee and cost information. Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the client agreement and the Cetera Advisor Networks LLC’s ADV Part 2A. Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the client agreement and the Cetera Advisor Networks LLC’s ADV Part 2A. Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.