Financial planning fees range from $2,000 to $10,000, depending on complexity and advisor time. Hourly consulting is available at up to $500 per hour. For UK pension transfers, an initial fee of up to 3% of the transferred assets applies, with a minimum of $5,000. Ongoing asset management fees are up to 1.5% annually. Fees for US-based assets (IRA rollovers) are up to 2% per annum. Note that total fees, including third-party charges, can exceed 3%.
1334 Brittmoore Road, 2339, Houston, TX, 77043
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