Carolyn Lingle

Brownlee Wealth Management charges flat annual fees based on your total assets, which includes investments held away in retirement accounts and other qualified plans. The annual fee covers both investment management and ongoing financial planning:

• $0 to $5,000,000 — $25,000 per year
• $5,000,001 to $6,500,000 — $30,000 per year
• $6,500,001 to $8,000,000 — $35,000 per year
• $8,000,001 to $10,000,000 — $40,000 per year
• $10,000,001 to $12,500,000 — $45,000 per year
• $12,500,001 to $15,000,000 — $50,000 per year
• $15,000,001 to $18,000,000 — $55,000 per year
• $18,000,001 to $22,000,000 — $60,000 per year
• $22,000,001 to $26,000,000 — $65,000 per year
• $26,000,001 to $30,000,000 — $70,000 per year
• Taxable Estate — Negotiable

These fees are paid in advance on a monthly or quarterly basis.