Our Fees

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

Cherry Hill, NJ

856 482-1250

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