Our standard advisory fee is based on the market value of the assets under management and is calculated based on the chart below. The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis. The advisory fee is a flat fee, calculated by assessing the percentage rates using the predefined level of assets, to the average daily balance of the account as of the last day of the month. No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts initiated or terminated during a calendar month will be charged a pro-rated fee, based on the amount of time remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in advance, but the advisor will collect the fee for the pro-rated amount of time services were rendered. Upon termination of the account, any unearned fee will be refunded to the client.
We work with our clients using up-front fees and focused, efficient planning practices. With us, you know what you are paying for.
Every client is treated like the first and that means excellent service as well as planning and advice geared toward their specific needs.
Using modern analysis, planning methodologies, and current data sets we extract the best outcome for our clients' financial needs.
Copyright Millennial Wealth Management, 2020.