Pricing Details

Our first meeting is a free Get Acquainted meeting to discuss your situation and how Andrew Marshall Financial, LLC can best help you.

Financial Planning Services:

A series of meetings is priced at $450 per meeting.  That price includes two and a half hours of advisor work, usually comprised of 60 to 90 minutes of meeting time, as well as 60 to 90 minutes of advisor preparation, research and follow-up.

If a one-time, custom project is agreed upon, Andrew Marshall Financial, LLC will provide an estimate range for the cost of services. The top of the range is the maximum you could be charged.  The estimate range is based on a fee of $180/hr and depends on the complexity and number of hours of advisor work needed.  A deposit of half the projected fee ($500 maximum) is due to begin the work.  Any fees or project balances are due and payable upon the delivery of the plan or advice.

We accept payment by check or PayPal.  We do not accept cash or credit cards.

 

Investment Management Services:
Assets Under Management
Annual Advisory Fee (% of AUM)
First $2,000,000 1.2%
Next $2,000,000 0.9%
Above $4,000,000 0.6%

Annual Fees are charged a percentage of assets under management (AUM) according to the table above. AMF has sole discretion to waive or alter such fees for certain clients and the final fee schedule is included in each client’s Investment Management Agreement.