| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Hourly fees are $400 per hour, billed in 15-minute increments, with a one-hour minimum. Comprehensive financial planning has an annual fee ranging from $3,600 to $20,000, paid monthly or quarterly in advance. Investment management fees are based on AUM (see table). Pension consulting fees are 0.5% per account, paid quarterly in arrears, in addition to Guideline's or Human Interest's fees. Fees may be discounted at the firm's discretion.
Fresno, CA
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