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Retirement Planning – Financial Consolidation

Q: I have about $350,000 in investments with 3 different accounts and about half of it is qualified. What is your fee to possibly consolidate the 3 accounts and help us to get ready for retirement? We are 60 and 61 and will have about $5200 per month coming in at age 66 from Social Security and a UPS pension.

 

A:  Helping clients get financially organized is a very high priority for us and we’d be happy to share with you our process. With $350,000 in investable assets, you’d qualify for our first fee break point. Our fee schedule is as follows:

·         $10,000 – $250,000 = 1.0%

·         $250,000 – $500,000 = 0.9%

·         $500,000 – $1,000,000 = .75%

Your family would fall into the 0.9% annual fee.

Please let me know if you’d like to schedule a phone call or an appointment and we’ll get something set-up.

 


 

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