Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.
8441 West Bowles Avenue, Suite 225, Littleton, CO, 80123
Get directionsMark owns Asset Solutions, Inc. and spends minimal time giving classes on civil service, retirement, life and health insurance benefits to federal government agencies, also providing financial planning services. Mark is also an independent representative with various insurance carriers for fixed insurance business.