Fee-Only Financial Advisors provides financial planning and investment advisory services to individuals, pension plans, businesses, trusts, estates, and charities. Services include financial position and cash flow analysis, risk management, accumulation goals, tax reduction strategies, retirement planning, and estate planning. The firm requires a minimum annual fee of $10,000 for new clients.
Fee Structure
Fee-Only Financial Advisors charges a fixed annual fee for investment advisory and financial planning services. The fee is based on the type, complexity, and scope of the engagement, including the amount of planning and consulting services, and the value of your investments. The firm generally requires a minimum annual fee of $10,000. Fees are typically not negotiable, but may be reduced at the firm's discretion.
