As with everything we do, clarity and transparency are a hallmark of our service… our wealth management fees are no exception. Being transparent about our fee structure is just one of the ways that we feel your trust is gained.
As a fiduciary, we make decisions that are best for you only charging fees for wealth management. We are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other forms of compensation as we work with you in the planning process. Unlike some other “advisors” we feel this is important because we are paid based to provide you unbiased advice as it relates to your financial plan. Should the plan direct the use of products that create commissions, clients are fully informed of all details of the transaction.
Tier One - Premier Client |
| Our most popular plan: Tier Two - Select Client |
Tier Three - Elite Client |
The Typical
Client:
- Has assets but is not clear about investment options available.
- Needs cash-flow management.
- Inquires about insurance that will fit their needs.
- Begins to question his basic tax planning strategies and retirement planning.
- Has assets but is not clear about investment options available.
- Needs cash-flow management.
- Inquires about insurance that will fit their needs.
- Begins to question his basic tax planning strategies and retirement planning.
- Has similar characteristics of the Select Level client but is dealing with more complex issues:
- Requires more involved debt management and analysis of the year-by-year cash flows.
- Seeks advice on pre-retirement decisions and wealth conservation strategies.
- Needs an in-depth review of estate planning and insurance coverage.
- May benefit from gifting strategies or tax strategies, such as charitable giving.
Meetings:
- 1 meeting per year for a financial plan review after the initial onboarding meeting if minimum assets are managed.
- 2 meetings per year for financial plan review after the initial onboarding meeting.
- 4 meetings per year for financial plan review after the initial onboarding meeting.
Fees:
$500/month
$700/month
$900/month
Effective date: 6/2021
Can we answer your questions?
If you need help with understanding the Wealth Management fees or any other fee structures, schedule a meeting with one of our team members. We will be happy to answer any questions.
Connect
Social Media
Phone
865-690-1155
Email
[email protected]
Address
10641 Deerbrook Dr.,
Ste. 100
Knoxville, TN 37922
