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