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 of 1% of Adjusted Gross Income up to $1,600
(Initial Planning fee is waived if investable assets brought under the care of SFM are greater than $250,000)
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