Fees vary depending on the service. UMA and asset management fees range from 0.50% to 2.00% annually, depending on account size and complexity. Financial planning fees are hourly ($125-$500) or fixed (typically $0-$15,000, but can exceed $100,000). Financial consulting fees range from $500 to $4,000 per year. Tax preparation fees are determined on a case-by-case basis. Back-office services are negotiable. Trading costs range from 0.02% to 0.15%. Flourish Cash has a 0.25% service fee. Fees are negotiable and can be higher or lower than the stated ranges.
181 North Virginia Street, Unit A, Crystal Lake, IL, 60039
Get directionsCaleb works as an advisor assistant for One Ascent Financial Services and as an investment adviser representative for Purshe Kaplan Sterling Investments. Both roles are investment-related and take about half of Caleb's time.