Matthew Sivertsen

The Planning Center charges an annual fee for its Capstone Wealth Program that combines a percentage of your net worth and a percentage of your adjusted gross income:

Net Worth Fee Tiers:

• $0 to $2,500,000 — 0.50% per year
• $2,500,001 to $10,000,000 — 0.25% per year
• Over $10,000,000 — 0.10% per year

Income Fee Tiers:

• $0 to $500,000 — 1.25% per year
• $500,001 to $1,500,000 — 0.75% per year
• Over $1,500,000 — 0.50% per year

Fees are determined when you sign your agreement and do not change if your net worth or income fluctuates during the year. Fees are generally divided by four and paid quarterly in advance, rounded to the nearest $250. There is a minimum annual fee of $10,000 for the Capstone Wealth Program.