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Investment Management

Investment supervisory services are assessed an annualized asset-based fee based on the reporting period ending value of the Client account(s) as described in the following table. These fees will be billed quarterly, in advance.

Assets Under Management

Annualized Asset-Based Fee

$0 – $499,999 0.95% (95 basis points)
$500,000 – $999,999 0.75% (75 basis points)
$1,000,000 – Above 0.50% (50 basis points)

 

Financial Planning Services

Hourly Fees: Hourly services fees shall be based on a rate of $150 per hour, billed in 15-minute increments, and a partial increment will be treated as a whole.

Fixed Fees: The Firm’s financial planning project services fixed fee is $5,000 per project.

Ongoing Engagement: Annual fee that ranges from $500 to $5,000 will be assessed and based on the total value of client’s portfolio, the on-going planning and or services provided, and / or the complexity of the situation.

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L Squared Wealth Management