Fee Schedule

Financial Advising

Our Financial Advising Fee Schedule is straightforward as we offer both Fixed Fees as well as Hourly Fees.

Hourly Fees

MAFS charges a hourly fee of $250 which is paid at the time of service and in anticipation of work to be done.

Fixed Fees – For Initial Project

In lieu of paying Hourly Fees a client may elect to pay a Fixed Fee that is based upon a variety of factors including the complexity of their situation, project scope, and the overall time anticipated to be spent on the project. Typical Initial Project fees range from $1,750 – $4,250

Fixed Fees – For Ongoing Relationship

For clients who desire a long term comprehensive relationship with MAFS the annual Fixed Fee is negotiated once a year. It is only put in place after the Initial Project is completed and is a separate fee. The Ongoing Fee ranges from $1,800 – $12,000 all depending on a client’s specific circumstances.

Investment Management

For all investment accounts excluding those using a third-party money manager, clients pay either an annual retainer or a percentage of assets under management/advisement (AUM/A) for ongoing management. After mutually agreeing on a fee/percentage, MAFS bills quarterly.

Investment Management clients pay the following fees quarterly based on the balance of the investment account under management:

In addition, for portfolios managed by Morningstar Investment Services there is an additional fee of 0.40%.