Brighton Jones' PCFO annual advisory fee ranges from 0.35% to 1.25% of assets. A minimum annual fee of $10,000 generally applies, but may be higher for complex situations. Lenora Family Office fees start at $62,500 per quarter. OpenPlan IFP includes a $2,500 implementation fee and a $150 monthly monitoring fee. OpenPlan's discretionary investment management fee ranges from 0.50% to 0.95% annually. OpenPlan Financial Wellness Consulting fees vary, typically involving a fixed fee ($5,000-$25,000) and an hourly component ($150-$300/hour). All fees are subject to negotiation.
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