Michael Coirin

Foundations Financial Planning charges an annual fee for ongoing investment advice based on the total value of your investment assets. Investment assets include rental real estate and defined benefit pension plans. The fee schedule is structured as follows:

• Up to $500,000 — $750 per year
• $500,001 to $1,000,000 — $1,000 per year
• $1,000,001 to $1,500,000 — $1,500 per year
• $1,500,001 to $2,000,000 — $2,000 per year
• $2,000,001 to $2,500,000 — $2,500 per year
• $2,500,001 to $3,000,000 — $3,000 per year
• $3,000,001 to $3,500,000 — $3,500 per year
• $3,500,001 to $4,000,000 — $4,000 per year
• $4,000,001 to $4,500,000 — $4,500 per year
• $4,500,001 to $5,000,000 — $5,000 per year
• Above $5,000,000 — Fee depends on complexity

There is a minimum annual fee of $750, and the minimum investable assets requirement is $37,500.