Our Fees

Our Fees

We are one of only a few fee-only Certified Financial Planners® in the Ft. Lauderdale/Broward County area. We are “fee-only,” meaning we’re compensated only by our clients. We receive no outside fees or commissions. This means we aren't going to try to sell you anything. You’re paying us for objective and comprehensive advice. (“Fee-only” is not to be confused with "fee-based," which is a combination of fees and commissions.)

We are also committed to acting as a fiduciary in a client-centered relationship, meaning that by law we must act in your best interest.

A detailed outline of our fee structure is included in our ADV (Part 2A, Item 5). We generally require a minimum annual financial-planning retainer of $6,000 (includes the initial complete financial plan preparation) plus a fee for investment implementation based on the assets under management as outlined in the table below.

Assets Annual Fee
$1,000,000 or less 1.00%
$1,000,001–$2,000,000 0.85%
$2,000,001–$4,000,000 0.65%
$4,000,001–$6,000,000 0.50%
more than $6,000,000 0.35%

If we deem appropriate, we may offer to only manage your investments. We require a minimum annual fee of $3,000 for this service.

 

 

 

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