My tiered fee and account size minimum
I am transparent in how I'm compensated for my work. The minimum account size I will manage is $200,000 for young professionals. Financial planning is included in my tiered fee schedule:
- up to $250,000 1.25% fee (annual rate)
- $250,000.01 - $500,000 1.15% fee (annual rate)
- $500,000.01- $1,000,000 1.00% fee (annual rate)
- $1,000,000.01- $2,000,000 0.90% fee (annual rate)
- $2,000,000.01 and above 0.75% fee (annual rate)
I intend to be forthright in how I am paid for my work, so please feel comfortable to ask any compensation questions remaining.