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Fees
Integrated Financial Plan
The Integrated Financial Plan fee is a $2,000 - $4,000 flat fee, depending on complexity of client situation. A quote will be provided at the Initial Consultation. The typical client average fee is $3,500.
Wealth Management
The Wealth Management fee is an annual flat retainer fee, directly billed to client accounts quarterly. The amount of the fee is based on the complexity of the client situation, value of investments, and the level of ongoing advice required.
Typical fee examples:
Ex. #1) Retired client(s), $1.0M portfolio, average complexity
Fee: $1,750/quarter
Ex. #2) Pre-retiree client(s), $2.0M portfolio, high complexity
Fee:$3,000/quarter
Ex. #3) Mid-life client(s), $500k portfolio, average complexity
Fee:$1,250/quarter
While Colleen Weber CPA, LLC does not enforce a minimum level of assets, Wealth Management services are most economically appropriate for clients with incomes in excess of $200,000 or assets in excess of $500,000.
Colleen Weber CPA, LLC is compensated directly and SOLELY by clients. We do not receive any commissions, back-end loads, soft dollars, etc. If you do cost comparisons with advisors such as fee-based or commissioned advisors, remember to include all costs (commissions, loads, broker fees, ongoing fees, trails/wraps, etc) in your comparison.
This fee schedule is for illustrative and informative purposes - it does not constitute an offer or contract for services. Clients are advised to rely on this schedule for insight into our service offerings and contact us directly to determine the appropriate fee structure and level for their needs.
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