SIMA Retirement may charge annual planning fees, project-specific fees, hourly fees (up to $300/hour), or fees based on plan assets under advisement (maximum 1.00%). Fees are negotiable based on complexity, goals, and services rendered. Consulting fees are negotiable depending on plan assets, investment selection, number of participants, and frequency of educational meetings. The exact fee and payment arrangements will be stated in the advisory agreement.
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235
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