Our Fees

- Plan writing fee – A one-time plan writing fee of $2,500 to $5,000 dependent upon the complexity of your plan.
- Annual household advisory fee – Annual advisory fee is tiered and based on the value of the assets managed (minimum annual advisory fee of $10,000):
0* – $999,999 @ 1.50%
$1 million – $3 million @ 1.25%
$3 million – $5 million @ 1.00%
$5 million – $10 million @ 0.80%
$10 million + @ 0.65%
- Insurance – When implementing any type of life, critical illness, disability, long term care, or group insurance we will receive compensation directly from the insurance provider. No fee is charged directly to the client for insurance services.
Get In Touch
Business Hours
Monday-Friday: 8AM-5PM
Saturday: 10AM-3PM
Sunday: Closed
Saturday: 10AM-3PM
Sunday: Closed
Office: 780.484.5777
Toll-Free: 866.484.5777
Fax: 877.278.1727