Nathan Haas

Haas Trade Advisors charges an annual retainer fee for ongoing financial planning and consulting, which is calculated once a year and paid in monthly installments. The cost depends on the total value of the accounts you ask Haas Trade Advisors to provide guidance on:

• $0 to $10,000 — $50.00 per month (includes 4 meetings per year)
• $10,001 to $250,000 — $75.00 per month (includes 4 meetings per year)
• $250,001 to $750,000 — $100.00 per month (includes 5 meetings per year)
• $750,001 to $1,250,000 — $125.00 per month (includes 6 meetings per year)
• $1,250,001 to $1,750,000 — $150.00 per month (includes 7 meetings per year)
• $1,750,001 to $2,250,000 — $175.00 per month (includes 8 meetings per year)
• $2,250,001 to $3,000,000 — $200.00 per month (includes 10 meetings per year)
• $3,000,000 and above — $250.00 per month (includes 12 meetings per year)

Additional meetings beyond your included amount cost $250 per meeting. There is also an initial relationship startup fee of $1,250, though this can be waived or reduced if you complete certain financial coaching programs with a related company.

• Relationship startup fee — $1,250 for initial data gathering and beginning the financial planning process, which can be reduced or waived if you complete qualifying coaching programs
• Additional planning meetings — $250 per meeting if you run out of included meetings during your contract year
• Retirement plan investment option review — $250 per hour if you want an in-depth analysis of retirement plan options beyond the high-level review included in your retainer