Asset management fees are detailed in the Wrap Fee Program Brochure. Financial planning and consulting are charged hourly (up to $500/hour) or flat fee (up to $10,000), based on complexity. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00%) or a flat fee (up to $100,000) if the client has $2,500,000 or greater in AUM with the firm. Clients may also be subject to fees imposed by the DAF sponsor or Schwab for trustee services.
57 Saulsbury Road, Dover, DE, 19901
Get directionsPaul is the president of FCFG, an entity used for compensation purposes, dedicating minimal time. He also works as an independent insurance broker, selling fixed annuities for multiple companies since as early as 2005.