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Definition of a cairn
A stack of stones piled up as a landmark. In the wilderness, often used as a trail-marker.
401(k) allocation advice
Fees & add-ons
Fees
401(k) allocation advice is set at a fixed fee, billed quarterly, with discounts for smaller account sizes.
Annual fees will be billed once/quarter (1/4 of annual rate at each billing cycle) at the beginning of the quarter for services due in advance.
Add-Ons
Clients also have the ability to contract the Adviser and administration for additional support: Add-Ons are available to all tier levels listed above.
Contact us now to learn about properly managing your 401(k) along with our "Small Account" discounts and additional administrative support to help ensure proper implementation!
Tier 1
Tier 2
Tier 3
Tier 4
Tier 5
Level 1
Interface and Administrative Support
Level 2
Financial Planning Support
This additional level of administrative support contracts Advisor to support Client in implementing 401(k) allocation updates up to once per quarter, including a videoconference/screen share to support in navigating 401(k) portal and correctly allocate funds according to recommendations.
Add-on Annual Fee
+ $120
Along with the support described in “Interface & Administrative Support,” this additional level of financial planning support entitles Client to up to 1 hour meeting (face-to-face, videoconference, or phone meeting) with a CFP® Professional to discuss pertinent financial planning topics.
Add-on Annual Fee
+ $360
Account Size
$1,000,000+
Annual Fee
$4,800
Account Size
$500,000 to $999,999
Annual Fee
$3,200
Account Size
$250,000 to $499,999
Annual Fee
$1,600
Account Size
$50,000 to $249,999
Annual Fee
$800
Account Size
$0 to $49,999
Annual Fee
$400
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