The fee for a comprehensive fiduciary review is $7,500. Fees for ongoing consultant services are fixed, with a minimum annual retainer of $10,000, dependent on factors like time spent, complexity, liability, portfolio size, and meetings required. Some clients may be charged based on a percentage of assets under management, or a combination of fixed and asset-based fees. Hourly fees range from $100 to $350 per hour. Plan participants do not incur fees for advisory services covered under the agreement with the plan sponsor.
Bow, NH
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