        
|
FEE SCHEDULE FOR FINANCIAL PLANS |
|
| Cash-Flow and Budget Plan |
$ 400 |
$50,001 - $ 70,000 gross income or
50,001 - 80,000 net worth* (whichever is greater) |
$ 750 |
$70,001 - $ 90,000 gross income or
80,001 - 125,000 net worth* (whichever is greater) |
$ 1,200 |
$ 90,001 - $125,000 gross income or
125,001 - 250,000 net worth* (whichever is greater) |
$ 1,450 |
$125,001 - $175,000 gross income or
250,001 - 500,000 net worth* (whichever is greater) |
$ 2,200 |
$175,001 - $200,000 gross income or
500,001 - 750,000 net worth* (whichever is greater) |
$ 4,300 |
$200,001 -$ 300,000 gross income or
750,001 - 1,250,000 net worth* (whichever is greater) |
$ 6,500 |
Anything in excess of the greater of $300,000 gross By Quotation**
income or $1,250,000 net worth* Minimum |
$6,500 |
- Fee will be determined by the greater of the gross income or net worth stated. Net worth does not include primary residence, personal property, or automobile.
- Fee for updates: One-half original fee charged; minimum $240.
- Fee for reviews: $180 per hour; minimum two hours.
* Fee is calculated as of the date of original interview.
** Quotation will take objective, size, and complexity into consideration. |
|
|
|
