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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Nearly 70% of Americans are concerned that they don’t have enough money for retirement. The earlier you begin your journey the more comfortable you will be. Don't try to be the hero when it comes to your personal finances as you can have a bias viewpoint. Let professionals and specialists guide you to retirement and beyond with sound, concrete strategies to help you reach your financial goals. Take the leap of faith, you won't regret it!
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How We Charge For Our Services
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401-k Rollover Assistance
- 1.00 to 2.00 percent of assets under management
401k rollovers are a simple process, but managing the money and how complex the client wants to invest is where the fees will vary.
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401k Plans
- 1.00 to 2.00 percent of assets under management
Depends on the type of plan, features, and size.
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Education Planning & 529 Plans
- 1.00 percent of assets under management
Others may charge higher, but I charge 1.0%.
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Financial Advisors - Asset Management
- 1.00 to 2.00 percent of assets under management
Depending on how complex the client's situation is.
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Financial Advisors - Stocks & Bonds
- 1.00 to 2.00 percent of assets under management
Depending on the account you open, you could be charged per trade or an AUM %.
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Financial Planning & Investment Advice
- $50.00 to $200.00 fee only - hourly rate
Depending on the client, we discuss how extensive their financial plan needs to be, and will charge accordingly. Charge between $500-$2,000
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Retirement Planning & IRAs
- 1.00 to 2.00 percent of assets under management
Retirement Planning is a priority goal for most clients.
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