FEE SCHEDULE

ACHIEVE THE BEST POSSIBLE RETURN ON YOUR INVESTMENT WITH US.

Portfolio Management and Financial Planning

Up to 1 Million

1% (Annually)

1 - 2.5 Million

0.9% (Annually)

2.5 - 5 Million

0.8% (Annually)

FINANCIAL PLANNING ONLY

A Financial Planning Engagement is an agreement to provide financial advice to a client who is willing to pay a set fee monthly for help on their Financial Life. Our Partnership is an annual commitment to identify, create, and implement solutions to help you achieve your long-term goals. Based on the complexity of the Financial Planning arrangement, a monthly fee of $100 to $600 will be charged. All clients are subject to a Financial Planning Fee. This service does not include investment advice.

Most of our clients today engage EntryPoint Wealth Management for Investment Management and Financial Planning, our fees are assessed based on the size of your investment portfolio at the beginning of each quarter. Client Portfolios above $200K are not subject to a Financial Planning Fee.

LATEST INSIGHTS

LET'S ACHIEVE MORE, TOGETHER.

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.