Sage Rutty offers various programs with different fee structures. Financial planning fees are either a fixed $3,000 for a comprehensive plan or hourly rates ranging from $250 to $500. Wrap fee programs include management, performance reporting, and transaction fees. QRP program fees range from 0.05% to 1.00% of the account value, with an annual minimum fee of $250 to $1,000. Other program fees are listed as a percentage of assets under management. Fees may be negotiable based on account size and services provided.
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Learn about disclosures →Donna is an independent consultant for Mary Kay Cosmetics since 2005. This activity is not investment-related and requires minimal time.