The fees for our Fiduciary Advisory Service are fully disclosed and transparent. For our core service, which includes our ongoing role as an investment consultant and the Employer Services listed in the Service Outline section, the fee is asset-based, ranging from 0.10% to 0.25% annually, with an overriding $5,000 minimum annual fee requirement. Alternatively, we may negotiate a different fee for our core services.

For additional services, such as educational seminars, enrollment meetings, and nondiscretionary investment advice for plan participants, the cost is negotiated based upon the requirements of the assignment, including the amount of travel and the number of employer sites and meetings. If your need is for a one-time or special project, we are happy to provide our investment consulting services on an hourly or fixed fee basis depending on the assignment’s requirements. A minimum fee of $2,500 is imposed for consulting projects. We also provide discretionary wealth management services to plan participants who are interested in such services (please see the section detailing our services for individuals).

To investigate your options, contact us and we would be pleased to meet with you to discuss your needs.

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