You've seen it all over the news: Up to $10,000 in student loan debt forgiveness, or up to $20,000 for Pell Grant recipients. Here, you'll find a case study, tax impacts, and strategies for your student loans, whether you're eligible for this forgiveness or not....
From childcare to college and more, many financial plans involve planning for children. But for individuals and couples without children, financial planning requires a different approach. Learn about key considerations — such as life and disability insurance as well as estate planning — for SINKs...
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,...
What is a highly compensated employee — and what are your savings options if you fit that definition? Learn about our savings hierarchy, deferred compensation, and other creative savings solutions!...
Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!...
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!...
Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our thoughts with you. Check out our take on today's hot topics!...
Are you getting the best possible price on your property and casualty insurance? And are your homeowners and auto coverage levels right for you? Here's how to right-size your current coverage and compare quotes like a pro!...
The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning. ...
You just became a trustee. Now what? From understanding the trust and acting as a fiduciary for its beneficiaries to taking inventory of and handling trust assets, learn the ins and outs of what to do when you become a trustee from Dan Andrews, Accredited...
| 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 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |