Our Fees

Certified financial planner, fee only, general, fees, fronza, situation
financial planning consultant, fee only, nj, cherry hill, 08002, seo

Life Goals Tracking and Investment Management
The firm’s Life Goals Tracking and Investment Management fee (which includes the cost of a Life Goals Plan) is an annual fee based on a percentage of the value of the funds we manage for you. A one-time setup charge may apply.

MARKET VALUE

RATE

$0 to $500,000

1.20%

$500,000 to $1,000,000

1.00%

$1,000,001 to $2,000,000

0.75%

$2,000,0001 and above

0.50%

Life Goals Planning
The fee for a Life Goals Plan is based on development time and billed at an hourly rate of $250. The number of hours can vary and depends on the complexity of our client’s personal financial situation.

General Consulting
General consulting is billed at an hourly rate of $250.

The firm’s form ADV Part 2A is available upon request for more detailed information regarding our fees.

fee only, cfp, certified financial planner, napfa, adviser