Fee Structure

We offer two different fee options for working with our group: Fee-based Asset Management or Fee-Only Planning

Both options deliver a customized planning experience, proactive guidance, and unlimited ongoing scheduled reviews & support throughout the year. Clients may also switch between fee structures at any time based on evolving needs:

1) Fee-Based Asset Management: 0.70% - 1.25%

Fee percentage is determined by the total asset value being managed, and includes breakpoint reductions when certain dollar thresholds are met. This fee encompases the combined full-services of asset management in conjunction to our year-round customized financial planning & coaching, and direct access to Ben & his team. Best suited for clients who seek a full-service experience of professional portfolio management & custom-tailored planning.

2) Fee-Only Planning: $5,000 - $10,000 annual fee (No assets managed)

Fee is determined by the level of planning & complexity required, and reflects as an alternative to the dollar amount of our fee-based asset management model. This fee encompases our year-round customized financial planning & coaching, and direct access to Ben & his team. Best suited for clients who seek our custom-tailored planning without assets managed.

*The initial consultative planning process is always complimentary with no up-front costs.

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Fee Structure

We offer two different fee options for working with our group: Fee-based Asset Management or Fee-Only Planning

1) Fee-Based Asset Management: 0.70% - 1.25%

2) Fee-Only Planning: $5,000 - $10,000 annual fee (No assets managed)

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