The comprehensive financial plan is a critical and often overlooked component of an effective wealth management strategy. Without a solid understanding of your overall financial picture along with your goals and values, our ability to provide you with the smart, tailored advice is compromised.
Our planning fees start at $1,500 and include the plan design as well as twelve months of unlimited, consultation. At Advocate Wealth Management we stand behind our plans by offering a money back guarantee. If you’re not satisfied you pay nothing. This provides new clients a risk-free opportunity to experience the quality of our work
Asset management fees are based on the total value of the portfolio under our management.
| Assets up to |
$1,000,000 |
1% |
| Assets between |
$1,000,001 to $5,000,000 |
$10,000 +.75 over $1,000,000 |
| Assets over |
$5,000,000 |
Negotiable |
*Minimum annual fee is $5,000
Annual review and updates to comprehensive plan, after year one, are included in the advisory fee.