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.
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%
