Joshua Burns

Lasting Mark Retirement Group bundles portfolio management and financial planning together into a single annual fee based on the total value of your household accounts. The fee structure depends on the size of your portfolio across five service tiers:

• Emerald — $500 per year for portfolios under $100,000
• Advance — $1,500 per year for portfolios between $100,000 and $300,000
• Elite — $3,000 per year for portfolios between $300,001 and $500,000
• Impact — $5,000 per year for portfolios between $500,001 and $1,500,000
• Legacy — $7,500 to $15,000 per year for portfolios over $1,500,000

These fees are paid quarterly in arrears. There is no minimum account size required to work with the firm.