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FEE-ONLY FINANCIAL ADVISOR SOUTH DAKOTA

FEE-ONLY FINANCIAL ADVICE


Wealth Management

Our Wealth Management offering combines investment management and ongoing financial planning.

This offering is available to clients with $500,000 or more in investable assets, or at our discretion.

All services are bundled into a combined fee structure based on investable assets. 

Pricing starts at 1% of AUM as detailed below.


Investment Advisory

Our Investment Advisory solution provides investment management without ongoing financial planning.

This program is designed for clients with less than $500,000 in investable assets with us or those who don't have a need for financial planning.

For clients with less than $250,000 in investable assets we ask that they commit to ongoing funding of their investment accounts. 

Pricing starts at 1% of AUM as detailed below.


One-Time Financial Plan

Our One-Time Financial Plan is for Investment Advisory clients who need a financial plan or for those DIYers who need a second opinion.

Pricing is based on complexity and time involved. Offering is subject to availability as our priority remains servicing our ongoing clients.

Typically the cost will range between $2,500 and $5,000. Half is due upfront and half upon completion of the plan.


TIERED FEE SCHEDULE


Assets under Management
Annual Fee
$0 - $1,000,0001.00%
$1,000,001 - $3,000,0000.50%
$3,000,001 and above0.25%