Our Pricing Structures
Ongoing financial planning for both individuals and businesses follows a simple flat fee approach. An initial fee ranging from $2,500 to $5,000 is due at the beginning of our engagement. We then get to work immediately to deliver your initial financial plan. A recurring fixed monthly fee is due for each subsequent month following the initial month of engagement ranging from $500 to $2,000 depending on the complexity of the situation and your/your business needs. All ongoing clients have the option for us to manage their assets in addition to the ongoing planning at AUM rates (see AUM section for more detail). If assets under management exceed $2m the ongoing monthly flat-fee will be discontinued and you will only pay monthly fees in line with the AUM fee schedule.
Our asset management services follow a clear annual advisory fee model paid monthly in arrears based on the average daily balance of the clients account(s). The advisory fee is a blended tier. For example, for assets under management of $5,000,000, a client would pay 1.00% on the first $1,000,000 and 0.75% on the subsequent $4,000,000.
Assets Under Management
Fee Schedule-
$0 - $1,000,000: 1%
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$1,000,001 - $5,000,000: 0.75%
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$5,000,001 - $7,500,000: 0.60%
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$7,500,001 - $12,500,000: 0.50%
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$12,500,001 - $25,000,000: 0.40%
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$25,000,001 and Above: 0.35%
We charge a fixed fee for Project-Based Financial Planning. Fixed fee rates range from $5,000 to $30,000. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. One-Off financial plans for individuals tend to range from $5,000 to $10,000 and business owner plans tend to range from $10,000 to $20,000. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. SF collects aportion of the fee to be collected in advance with the remainder due upon completion of the services.