Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.
Tetonia, ID
Get directionsMark is an officer at Tevebaugh & Associates, handling the day-to-day operations as a Registered Representative and Investment Advisor. This activity takes nearly all of Mark's time.