Fees for asset management are negotiable, with a maximum of 3.0%. Financial planning fees range from $350 to $10,000 on a fixed fee basis, or $100 to $400 hourly. A planning subscription service is also available, ranging from $50 to $500 monthly, or $150 to $1,500 quarterly. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00% annually), hourly (up to $400 per hour), or a flat rate.
39 East Shore Drive, Eagle, ID, 83616
Get directionsBrian is associated with Rocky Mountain Wealth Management, LLC, Summit Wealth Planning, and Good Life Advisors, LLC, primarily for investment and business purposes. He also works with Good Life Insurance Associates selling non-variable insurance, dedicating minimal time to this activity.