800-991-0311 With over seventy years combined experience as financial advisors, we have watched as the investment landscape has changed for clients. While we find that most clients prefer a comprehensive, cost efficient service program, we know that other clients may prefer an “a la carte” menu of choices. For that reason, we offer both our comprehensive planning/ investing service and consultation/planning on a fee/service plan. For those clients who are undecided, we provide a complimentary one hour planning session. We believe strongly in transparency, and for that reason, our fees are outlined below.
Our Services
Comprehensive Planning/Investing
Prices for Assets under Management
| Service | of $100,000+ 1 | of $1,000,000+ 1 |
|
Investment Management |
1.12bp | 1.12bp |
| Retirement Planning | Asset Fee + 25bp2 | Asset Fee + 3bp |
| Financial Goal Planning | Asset Fee + 25bp | Asset Fee + 3bp |
| Social Security Planning | Asset Fee + 15bp | Asset Fee + 3bp |
| Insurance Evaluation and Planning | Asset Fee + 15bp | Asset Fee + 2bp |
| Divorce Planning | Asset Fee + 15bp | Asset Fee + 2bp |
| Portfolio Evaluation3 | Asset Fee + 15bp | Asset Fee + 2bp |
| 401(k), 403(b), Deferred Comp Evaluation and Planning |
Asset Fee + 15bp | Asset Fee + 2bp |
| Estate, Tax & Trust planning; (referral and coordination) |
Asset Fee + 15bp | Asset Fee + 2bp |
| Everplans Implementation | No charge | No charge |
| Notary Service | No charge | No charge |
A La Carte Fee/Service
| Service | Price4 |
| Retirement Planning | $3,000.00 |
| Financial Goal Planning | $3,000.00 |
| Social Security Planning | $1,500.00 |
| Insurance Evaluation and Planning | $400/hr. |
| Divorce Planning | $400/hr. |
| Portfolio Evaluation3 | $400/hr. |
| 401(k), 403(b), Deferred Comp Evaluation and Planning |
$400/hr. |
| Consolidated Performance Reporting | Quoted on Request |
| Notary Services | $10/signature/document |
PSM will also work under a retainer to be determined by individual need.
First hour of consultation free of charge.
1 For initial report plus annual review
2 bp= basis point. 1 bp = 1/100 %, for example, 25bp= ¼%
3 Review of assets held at outside firms, overall financial structure, and cost evaluation
4 For one-time report; additional advice at $350/hr.
