Michael Weinand

Weinand Financial charges an annual fee based on the value of your investments. The fee schedule varies depending on where your assets are held:

Assets held at American Funds Service Company:

• 0.65% per year on the first $1 million
• 0.55% per year on the next $1 million ($1M - $2M)
• 0.45% per year on the next $2 million ($2M - $4M)
• 0.40% per year on the next $2 million ($4M - $6M)
• 0.35% per year on amounts over $6 million

Assets held at Charles Schwab & Co.:

• 0.675% per year on the first $500,000
• 0.65% per year on the next $500,000 ($500K - $1M)
• 0.55% per year on the next $1 million ($1M - $2M)
• 0.475% per year on the next $2 million ($2M - $4M)
• 0.40% per year on the next $2 million ($4M - $6M)
• Fees are negotiable for amounts over $6 million

These fees include financial planning and consulting services, but additional fees may apply for complex situations.