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.  

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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.

 

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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!