Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000 per project or ongoing). Asset management fees generally range from 0.50% to 2.00% per year, but are negotiable based on account size and complexity. Financial consulting is done on a fixed fee basis, between $500 and $4,000 per year. Fees are negotiable. A $100 withdrawal fee may be charged for clients withdrawing funds from a strategy offered by Camelot Portfolios.
PO Box 1195, Dunedin, FL, 34697
Get directionsSteven owns Sower Wealth Group, a DBA, dedicating nearly full-time hours to it. He also owns Sower Wealth LLC for tax preparation and insurance sales (fixed annuities, life/health, long-term care, disability), and Sower Realty, Inc. as a real estate broker.