top of page
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
bottom of page