Shotwell Rutter Baer provides financial planning services including financial coaching, investment planning, retirement planning, tax and estate planning, insurance and employee benefits advice, and family and estate planning. They also offer investment management services where client accounts are established, monitored, and evaluated on an ongoing basis. Clients work one-on-one with a planner to prepare, implement, and monitor their financial plan.
Fee Structure
Shotwell Rutter Baer offers investment management as part of their ongoing planning services. The fee for ongoing financial planning and investment management is based on your net worth, as shown in the table below. Fees are updated annually based on changes in your net worth.
Previous clients may be assigned a different fee schedule based on assets under management:
- Up to $499,999.99 — 1.00% per year (or 0.95% for restricted accounts)
- $500,000.00 to $999,999.99 — 0.80% per year (or 0.75% for restricted accounts)
- $1,000,000.00 to $1,999,999.99 — 0.60% per year (or 0.45% for restricted accounts)
- $2,000,000.00 and up — 0.20% per year
