Fees are charged for planning and portfolio management. Financial planning fees range from $1,500 to $2,500 per plan or $150 to $500 per hour. The maximum annual asset management fee is 2.00%. Fees may be negotiable at the discretion of the IAR. Clients may also incur fees from third-party investment managers or sub-advisors, with a maximum fee of 1.5% of assets managed.
20640 3rd Steet, Suite 300, Saratoga, CA, 95070
Get directionsCharles is the owner of Fortress Retirement Group, a support company, where he serves as Managing Director and Financial Advisor. He also co-owns Life Changing Nutraceuticals Inc., handling finances and working with attorneys, dedicating minimal time to this.