Our Value and Fees
WHY FEES?
- We strive to accomplish holistic wealth for clients, not just financial wealth.
- We utilize a values-based, life-centered approach to planning.
- We offer high-quality, full-service financial advising with a client-focused service model.
- We often play a crucial role in multigenerational planning to help families align around legacy and wealth transfer.
- We strive to far exceed in value what you will ever pay in fees.
FEE-BASED INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
Portfolio and Investment Management Fee Schedule
|
Maximum |
||
|
Greater Than |
Less Than |
|
|
|
|
|
|
$0 |
$500,000 |
1.50% |
|
$500,000 |
$750,000 |
1.35% |
|
$750,000 |
$1,000,000 |
1.25% |
|
$1,000,000 |
$2,500,000 |
1.00% |
|
$2,500,000 |
$5,000,000 |
0.85% |
|
$5,000,000 |
-- |
0.75% |
PPS Custom Program (Platform) Account clients will pay an annual management fee, as outlined in the breakpoint fee schedule above. The management fee is negotiable, billed quarterly, and, unless otherwise agreed, shall be based on the value of assets in the Account. In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.
Additional Services
- Initial Discovery Meeting: $250
- Comprehensive Financial Plan: $1,995 - $5,000
- Project Planning: By quote, based upon $350 per hour rate
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Retirement Analysis
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Insurance Analysis
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Portfolio Analysis
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College Planning
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Estate Planning
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Wealth Distribution Planning
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