Kerry Mellott

Mendham Capital Management offers ongoing financial planning and maintenance services for $495 per year, paid in advance. This includes regular reviews and updates to your financial plan, as well as managing specific aspects such as rebalancing portfolios, education planning, retirement planning, estate planning, and tax planning. Mendham Capital Management will not implement changes, but associated persons of the firm may do so through Raymond James Financial Services Advisors, Inc. or Raymond James Financial Services, Inc.

• Financial planning services: Hourly fee ranges from $100 to $300, depending on the complexity and scope of the plan, your financial situation, and the advisor performing the services. An estimate of the total cost will be determined at the start of the relationship, and 50% of the estimated fee (or a minimum of $1,000) is required in advance.
• Paperwork processing and asset transfer/division in divorce or estate administration: Flat fee of $500 for up to 10 hours of work, then $150 per hour.
• Cost basis accounting services: Flat fee of $500 for up to 5 hours of work, then $150 per hour.