Invite your team members and accounting professionals any time you like.
Client-centered, fee-only planners, like Annuity Strategic, are compensated for their knowledge and services, much like an attorney or a physician.
We do not receive commissions from the sale of products such as insurance or investments. Both our financial planning and investment management services are offered on a fee basis, unlike commission-based advisors who receive compensation through transactions.
Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach — we do not assume that the more money you have, the more financial advice you need.
We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice, so that we can freely research, recommend and implement strategies without partiality or restrictions.
Your fees will be based on your decision for us to proceed with the following:
We split our investment advice and associated portfolio management from financial advice. This allows us to target fees according to your particular and unique needs: investment and/or financial advice.
One of the most obvious cost savings is because fees are typically less than commissions.
|Initial Planning Fee||Monthly Retainer Fee|
|$500 - $4000||$100 - $500|
|Assets Under Management||Management Fee|
|$0 - $499,999||0.95%|
|$500,000 - $999,999||0.85%|
|$1,000,000 - $1,999,999||0.75%|
|$2,000,000 - $4,999,999||0.65%|
|$5,000,000 - $9,999,999||0.55%|
|$10,000,000 or more||0.5%|