Our Fee Schedule

We are thrilled to work with clients in Allen, McKinney, Frisco, Plano and surrounding North Texas areas to develop a comprehensive financial plan that brings them confidence and peace of mind. Below you will find the details of our fee schedule.
Fee Schedule

 

To give you a better idea of how our tiered fee schedule applies to your portfolio, here is a list of the average fee based on various portfolio balances:

$1.0 million:       .70%

$1.5 million:       .60%

$2.0 million:       .52%

$2.5 million:       .48%

$3.0 million:       .45%

$3.5 million:       .43%

$4.0 million:       .41%