Below are the fees you will pay for our comprehensive ConciergeAdvice service. These fees include all the services as described on our Tour page. We have designed our model so that our fees are extremely competitive* compared to what other advisors are charging. We encourage you to shop around and compare for yourselves.
28175 Haggerty Road | Suites 201 & 203 | Novi, MI 48377
* A minimum advisory fee of $85 per month applies if the fee calculated is lower than $85 per month. Our ConciergeAdvice fees are based on the average daily account balance and are deducted monthly in arrears from client accounts that are transferred to our third-party custodian. There are additional brokerage fees charged by our custodian and these are deducted from accounts on a monthly basis also in arrears. The brokerage fees are based on the average daily account balance for each monthly billing period. The brokerage fees are 0.25% annually for the first $500,000, 0.15% annually for balances between $500,000 and $1,000,000, and 0.05% annually for balances above $1,000,000. There are additional fees charged by some of the underlying investments. We strive hard to keep these underlying fees down by choosing individual stocks where appropriate and low cost exchange traded funds (ETFs) and mutual funds. Occasionally, SRO and other market fees may also apply. The annual advisory fees on client account balances over $2,000,000 are negotiable and are based on the specific circumstances and services expected to be required for that particular client. These negotiable fees will vary from client to client. Source for competitive fee statement: Michael Kitces, Bob Veres, 2017 Planning Profession Fee Survey, Inside Information.