Broker Check

Straightforward Fees

We believe that straightforward fees are important & here’s why…

You work hard for your money and you should know how you’re spending it. We are smart with your money and feel it is important for you to know exactly what you are paying for so that there are no unexpected or unexplained surprises.

As a client of ours you should know that our ultimate goal is to make sure you achieve your financial objectives. With that in mind, we will design a long term investment strategy built within a planning process, and are always looking for the most cost-effective, high value ways to manage your money.

At The Women's Advisory Group,  we believe that offering great solutions, providing superior service, and communicating our fees are some of the most important things we can do for you.  We provide a comprehensive list of services, plenty of choices, and a clear fee structure that’s easy to understand, so that you can choose what works best for you.  

What Do You Do and How do You Charge For It?

  • Initial Consultation is Complementary

We start our process by discussing your overall financial situation, goals, interests and worries or concerns. The meeting also gives us an opportunity to get to know each other, discuss your needs, and decide if the relationship is a good fit.  Afterwards, we create a personal proposal that describes the services that you would benefit from and the fees.  In essence, we discuss the specific areas where we will work together to help make a difference in your life.

  • Hourly planning fees range from $150 to $350 per hour, depending on the experience and credentials of the planner. We often quote a flat fee for Individual and Family Financial Plans 
  • Comprehensive wealth management fees are based on investable assets and additional services required but typically range from 1% – 1.3% of the amount we manage*
  • Foundational Strategies for clients who want investment and/or insurance services without financial planning or comprehensive wealth management:

    • Investment Services such as Brokerage products, Investment Advisory & Portfolio Analysis. Cost varies based on product/service and may include commission or fee for service.
    • Insurance Service such as Protection Needs Analysis, Insurance Strategies and specific insurance or annuity policies are generally compensated on a commission basis.

 

 *This fee schedule is provided for general overview.  Actual fees charged will vary per the services rendered and client agreements.  As account value increases, the client may qualify for tiered pricing discounts which would further reduce the fees.