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It is very important to us that we offer our clients a range of choices. We let our clients tell us what works best for them in their own situation.
Financial Planning Advice:
Hourly Consulting: $100/hour
Comprehensive Financial Planning: We set a flat fee that covers consulting through the delivery of your financial plan. A comprehensive plan generally takes 45-90 days to complete and includes at least 4 meetings. Fees are based on the complexity of the client's financial situation and begin at $1,000.
Retirement Planning Services:
- Hourly Consulting: $100/hour: Consulting may include an asset allocation. We will provide Morningstar reports for each investment currently owned. We will also run Morningstar reports for every investment option in a client's 401(k) or 403(b) program. We help clients understand these reports and use them to evaluate the best investments for their personal situation.
Investment Management:
- We manage investments on a fee basis so that we have total flexibility in the market place to help our clients and make customized changes as needed in your portfolio.
Our investment management fee schedule is currently:
| Assets Under Management |
Annualized Fee |
| On the first $500,000 |
1.00% |
| On the next $500,000 |
0.85% |
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On the next $1,000,000 |
0.75% |
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On amounts over $2,000,000 |
Negotiable |
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©2010 Trafalgar Capital Management. All rights reserved.
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