Financial planning fees range from $2,500 to $10,000 as a one-time fixed fee, or $175 to $675 per hour. These rates are negotiable. The firm requires a minimum annual investment management fee of $10,000, but this may be negotiable or waived in certain circumstances. For accounts under $1,000,000, the minimum fee charged will equate to more than 1.25%.
2792 Gateway Road, Carlsbad, CA, 92009
Get directionsRichard is an agent at LWM Insurance Solutions, an insurance agency, since 2009. This involves insurance sales and takes about 10-20% of his time, including during trading hours.