Our Fees and Minimums
Financial Planning Fees
- Annual Fee: $2,500
- 1st Year: New client meeting series, access to advisors for questions and support for 12 months
- Renewal: Check-in meeting and access to advisors for questions and support for 12 months
- Annual renewal fees are waived for investment management clients with at least $500,000 under management.
Investment Management
Fees are determined by the tiered schedule below:
| Base Fee % | AUM |
| 1.0 | Up to $2,000,000 |
| 0.7 | Between $2,000,001-$3,999,999 |
| 0.35 | Between $4,000,000-$9,999,999 |
| 0.1 | Over $10,000,000 |
For example, a client with $10 million under PFA's management would pay 1.00% per year on the first $2,000,000 under management ($20,000), 0.7% per year for the amounts between $2,000,001 and $3,999,999 ($14,000), 0.35% per year for the amounts between $4,000,000 and $9,999,999 ($21,000), for a total of $55,000 (or a blended rate of 0.55%) per year.
Direct Indexing
Fee: General investment management fee plus an additional 0.20% on the base fee per tier.
Additional Services
Other services may not have a specific fee or may be included as part of the above services. Please inquire for more information.
Please contact us for a detailed explanation of our fee structure and how it applies to your specific financial situation.