Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll find that our fees really are simple, fair, and transparent....
If you receive restricted stock units (RSUs) as part of your equity compensation package, do you know what are they, exactly — and what should you do with them? I'll let you know where you can go to learn more about your RSUs, what your tax considerations may be,...
Want to learn all about employee stock ownership plans (ESOPs)? From a little history and a local take on the ESOP to the perks and how ESOPs can be win-wins for employers and employees, it's all right here!...
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Got nonqualified/nonstatutory stock options or incentive stock options? From the pros and cons of each to their tax implications and more, learn all about the equity compensation stock options known as NSOs and ISOs!...
How much can you contribute to your 401(k) or similar plan this year? What about your IRA or HSA? And how much should you contribute per pay period to reach the maximum on amounts you defer from your paychecks? Check out the new-for-2022 limits!...
From health to retirement as well as disability and life insurance, employee benefit offerings can be robust. How can you choose the best options for you? Let’s go back to basics on employee benefits....
As we get closer to the holidays and seasonal fun to come, are you also preparing to make the most of your money come tax time? Some opportunities have a firm deadline of Dec. 31, leaving just a couple of months for your year-end tax...
What's a "backdoor" Roth? And what about a mega-backdoor Roth or sidedoor Roth? The answers — and the steps you can take to contribute. Plus, check out the "Term Time" section where we break down the finance industry jargon so you can contribute with confidence....
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans and Coverdells to UGMAs and UTMAs, IRAs, and Minors trusts, you'll find it all right...
| Assets Under Management (AUM) | Annual fee as a % of AUM or flat-dollar |
|---|---|
| $0 - $249,999 | (See Invest:FOCO) |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 - $2,999,999 | 0.50% |
| $3,000,000 - $3,999,999 | $15,000 |
| $4,000,000 - $4,999,999 | $20,000 |
| $5,000,000 or more | $25,000 + $2,000 per additional $1mm |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $100,000 - $249,999 | 1.00% |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 or more | 0.50% |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $100,000 - $249,999 | 1.00% |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 or more | 0.50% |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $125,000 - $249,999 | 1.00% |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 or more | 0.50% |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $125,000 - $249,999 | 1.00% |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 or more | 0.50% |
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| Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
|---|---|
| $0 - $249,999 | 1.00% |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 - $2,999,999 | 0.50% |
| $3,000,000 - $3,999,999 | $15,000 |
| $4,000,000 - $4,999,999 | $20,000 |
| $5,000,000 or more | $25,000 + $2,000 per additional $1mm |
| Annual Fee | Investable Net Worth (INW) |
|---|---|
| $4,000 (minimum for an individual) | Up to $500,000 |
| $6,000 (minimum for couples) | Up to $1,000,000 |
| $8,000 | Up to $1,500,000 |
| $10,000 | Up to $2,000,000 |
| $11,000 | Up to $2,500,000 |
| $12,000 | Up to $3,000,000 |
| + $1,000 | per additional $1,000,000 of INW |
| Annualized Flat Fee | Net Worth (NW) |
|---|---|
| $6,000 (our minimum fee) | Up to $1,000,000 |
| $8,000 | Up to $1,500,000 |
| $10,000 | Up to $2,000,000 |
| $12,000 | Up to $3,000,000 |
| + $1,000 | per additional $1,000,000 of NW |
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | $6,000 |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |