Fee Schedule

Financial and Retirement Planning

MAFS charges an hourly fee of $250 which is paid at the time of service.

Investment Planning

Investment Management Services Fees

We provide Investment Management Services  using a percentage of assets under management fee schedule.  Fees are billed quarterly in arrears based on the balance of the investment account under management:

Investment Management Assets Under Management (AUM) Rate Progressive Fee
First $1,000,000 1.00%
$1,000,001 to $2,000,000 0.75%
Over $2,000,001 0.50%

                                                                                               

Wealth Advisement Services Fee

We provide Wealth Advisement Services (ongoing financial planning with advice on investment accounts held outside of Charles Schwab, Inc.) under a percentage of assets under advisement. 

Wealth Advisement Assets Under Advisement (AUA)                      Progressive Fee
First $500,000 0.70%
$500,001 to $1,000,000 0.55%
$1,000,001 to $2,000,000 0.30%