- Info gathering and assessment of needs
- Discussion of goals and details
- Meetings are performed by phone and/or in person
|Assets under management||$50K-$150K||$150K-$250K||$250K-$500K||$500K-$1mil|
|Offered Reviews||1 per year||2 per year|
|Assets under management||$1mil-$2mil||$2mil-$5mil||$5mil-$10mil||$10mil+|
|Offered Reviews||3 per year||4 per year|
*Annual fee rate is not blended; all accounts in the KIP Program will be charged the rate applicable to the total value of all accounts as shown in the table above. Some clients may be grandfathered under other fee schedules. We may impose a minimum asset balance to participate in the KIP Program.
|Hourly||$250 per hour for all services rendered|
|Fixed Fee||A fixed fee for time and services related to the creation of a financial plan or a particular project requested.|
|Monthly Retainer||$75 per month allows for monthly budgeting of financial services for up to 4 hours of services per year.|
*Some clients may be grandfathered under other fee and service arrangements, which in some cases included enhanced services at a higher rate.