Fees

Fees for this portfolio management are based on Assets Under Management (AUM) using the following pricing schedule.

Please note that we are not currently accepting new clients other than clients of Lottsa Tax and Accounting Services.

Portfolio Management Fee Schedule

Assets Under Management Quarterly Fee Annual Fee
 $50,000 to $100,000
0.375%
1.50%
$100,001 to $250,000
0.3215%
1.25%
$250,001 to $1,000,000
0.2500%
1.00%
$1,000,001 to $5,000,000
0.2000%
0.80%
$5,000,001 to unlimited
0.175%
0.70%

Hourly Consultation

We bill for actual time spent on a project at our prevailing hourly rate, currently $210/hr for Scott's services. Support staff rates are at $80 - $130/hr. Payment is due upon completion.

Comprehensive Financial Planning

Although specific circumstances may cause the cost to vary from the following norms, you can expect to pay between $2,000 and $3,000 as a Single person and from $3,000 to $4,500 for a married couple. Add $500 to these ranges if it’s an unmarried couple or for self-employment.

Wealth Management

For our higher net worth clients with portfolio assets of $500,000 or more under our discretionary authority, we fold the cost of creating a comprehensive financial plan right into the Assets Under Management fee. This allows us to work with you more holistically, earlier in the process.