Fee Schedule
Interview
Initial consultation is free.
Budget Preparation
$250/hour after the initial consultation.
Full Financial Plan
$250 for a basic plan, $250/hour for more complex cases.
The planning fee is reduced to $100 if the client hires me to manage up to $50,000 and is waived if the money equals or exceeds that amount, or if they purchase a commissionable product such as life insurance, Long Term Care Insurance, or a variable annuity.
Registered Investment Advisor Discretionary Portfolio Management Fees 1
| Assets Under Management 2,3,4 | Equities/Mutual Funds | Bonds |
|---|---|---|
| First $99,999.99 | 1.20% | 0.75% |
| Next $150,000.00 | 1.10% | 0.70% |
| Next $250,000.00 | 1.00% | 0.65% |
| Next $250,000.00 | 0.85% | 0.60% |
| At or above $750,000 | 0.70% | 0.50% |
- Any client assets which are under the control of Amidon & Petersen Financials LLC as an RIA (Registered Investment Advisor) will never be charged a commission either on the purchase or the sale.
- Discounts may be offered for grouping of accounts on a referral or related family basis, for those who have been long term loyal clients, or for those who are charitably inclined.
- TD Ameritrade collects a $25.00 fee on all bonds purchased away from TDA’s trading desk and booked into the account.
- Where possible, any mutual funds purchased are No Transaction Fee Funds (NTF), but where an NTF Fund is not available to meet an objective, TDA will charge a $24.00 transaction fee.