| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Financial planning fees range from $250 to $750 per hour and are negotiable. Asset management fees are billed monthly, quarterly, or annually, based on asset value. The standard fee schedule is up to 2.0% on accounts up to $250,000, up to 1.75% on accounts over $250,000 and up to $500,000, up to 1.5% on accounts over $500,000 and up to $1,000,000, and up to 1.25% on accounts above $1,000,000. Retirement plan consulting fees vary, typically $500 to $1,000 per month. MCA may receive a portion of fees from third-party money manager referrals.
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
Get directionsJohn is an insurance agent for Colonial Life, supplementing small business group insurance benefits. This takes about half of his time.