Start Here:
Then if needed:
| Assets Under Management | Annual Fee |
| Up to $999,9999 | 1% |
| $1,000,000-$2,000,000 | .8% |
| $2,000,001-$5,000,000 | .6% |
| $5,000,001 + | .5% |
*After financial planning, half of the cost will be rebated if investment management services are used.
Alan B Faerber
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning CounselorSM
Alan@Bountifulplanner.com
Cell: 385-319-2878
Free Comprehensive Financial Plan with Medicare Consultation
Alan B Faerber
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning CounselorSM
Alan@Bountifulplanner.com
Cell: 385-319-2878