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.
Hobart, WI
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