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. 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.
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!