Our advisory fee is all-inclusive.
There are no separate, additional fees to FMF&E Wealth Management for retirement planning, social security analysis, education planning, special reports, asset allocation studies, or any other service.
The annual fee for investment supervisory services will be charged as a percentage of assets under management, according to the schedule below:
Assets under Management Annual Fee (%)
Up to - $2,499,999 1.00%
$2,500,000 - $4,999,999 0.80%
$5,000,000 - $7,499,999 0.60%
$7,500,000 or greater 0.50%
As a fiduciary, fee-only registered investment advisory firm, we do not earn money from any type of kickback or commission for recommending certain securities or investments. With a fully transparent fee structure, you always know what you are paying and why. As a result, we have no inherent conflicts of interest or biases.