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.
1399 Ygnacio Valley Blvd., Suite 29, Walnut Creek, CA, 94598
Get directionsGary is an owner of Life & Wealth Advisors, a registered investment advisory firm. He spends nearly full-time on this business, with most of the time during trading hours.