401(k) allocation advice
Fees & add-ons
401(k) allocation advice is set at a fixed fee, billed quarterly, with discounts for smaller account sizes. Discounts are secured for a 12-month period from the date of the contract. Thereafter (starting in the 13th month), pricing will default to Tier 1 fee reflected below. Discounts may be renewed by proving updated account-balance by sending an updated (within the last 30 days) account statement to the Advisor.
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.
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!