Fee Schedule

Financial and Retirement Planning

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

Wealth Management

We provide Wealth Management Services (ongoing financial planning with management of investment accounts at Charles Schwab, Inc.) under a percentage of assets under management fee schedule. Fees are billed quarterly in arrears based on the balance of the investment account under management:

Wealth 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%

Address:

Phone:

E-mail:

Fee Schedule