Fees

Fees for Services


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Our fees begin at $500.00 and are payable at the time of engagement. We accept personal checks; however, we can also accommodate those who wish to use a major credit card for payment. Depending on the IRS reporting form your accountant selects for you, our fees could be tax deductible. Save the receipt(s). The fee for a basic investment strategy is a one-time fee of $500.00. The fee for a basic investment strategy plus a review of your will, trust, insurance, mortgages, etc., is $1,000.00. These reports are often as many as seventy-five pages long.

See below to Select and Pay for services:

Basic Investment Strategy $500.00


Basic Investment Strategy Plus a Review of your Will, Trust, Insurance, Mortgages, etc. $1000.00


Publications $25.00