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Fee Schedule

Base Monthly Financial Planning Fee

First 12 months: $625

13th month and ongoing, fee drops to: $525

Optional Monthly Services for Financial Planning Clients

Retirement Cash Flow Planning: $200

401(k) Liasion: $175

Professional In-house Investment Management: See table below

The initial flat monthly fee is determined by the client's deposit and/or the transfer upon the initial account opening. The monthly fee will be reassessed annually, based on 12/31 aggregate account balances per the below schedule and becomes effective in February each year.

Assets Under ManagementMonthly Fee
Under $500k$200
$500k to $2M$350
$2M to $5M$825
$5M to $10M$1,500
$10M to $20M$2,000

Investment Management Services Only

This service is for clients that only want investment management services. Fees will be calculated every quarter and collected in advance (thus, the annual fee is divided by four), based on assets held in the client’s portfolio balance at the end of the previous quarter. To determine the fee, FWM will aggregate investment accounts of persons in the client’s immediate household or household accounts to provide the client with a lower fee breakpoint.

Assets Under ManagementAnnual Advisory Fee
Under $100,0001.50%
$100,000 - $1,000,0001.00%
Over $1,000,0001% up to $1M and 0.75% for > $1M