We aim to add value to our clients’ lives by helping them achieve their goals, sleep peacefully, and build their net worth in the most tax-efficient way. Wealth management is billed quarterly, and includes ongoing Financial Planning as well as Investment Management.
Initial Planning Fee: 1% of Adjusted Gross Income (excluding clients residing in Washington)
- Maximum Initial Planning Fee for Wealth Management Clients: $2,000
- Initial Planning Fee waived if investable assets brought under the care of SFM are greater than $250,000 or if you reside in the state of Washington
Annual Wealth Management Fees:
| The first $250,000: | 1.0% per year |
| The next $750,000: | 0.8% per year |
| The next $2,000,000: | 0.6% per year |
| The next $2,000,000: | 0.4% per year |
| All assets above $5,000,000: | 0.2% per year |