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Fees


Initial Financial Review
 

The fixed flat fee is $3,000 and is payable at the start of the engagement. 

 

Discretionary Investment Management Services
 
                            Anticipated Hours Involved                                                  Fee Range
                      15 - 50 Hours per year                                           $3,000 - $10,000 per year
 
Minimum fee paid quarterly $750 


 

Non-Discretionary Investment Review Services

 
                                     Anticipated Hours Involved                                                  Fee Range
 
                                            7.5 - 25 Hours per year                                           $1,500 - $5,000 per year
 
 
                                                                                 Minimum fee paid quarterly $375 
 


                                        Project/Hourly Review Services fees are charged at a rate of $200 per hour.


Getting Started
with Empowering FInancial Solutions.

The fixed flat fees for Discretionary Investment Management and Non-Discretionary Investment Review Services are payable quarterly, in advance, at the midpoint of each quarter and are agreed to by both parties at the start of the engagement and reassessed every three years or earlier if the client’s overall financial situation changes significantly.  These fees are based on a combination of the scope of services, the complexity of the client's situation and an estimate of the time involved to provide the services for which Empowering has been engaged.  



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