Our Fee Structure

We believe that trust is built through transparency.

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We have created a simple, straight forward approach to managing assets for our clients. Similar to a monthly subscription or annual membership fee, we assess a management fee that is all inclusive of our core services. This creates an annual cost that is predictable for our clients. Annual management fees are spread across 4 quarterly payments and deducted directly from the managed assets. All assets under management are totaled to calculate your fee, not each account separately.

 

Annual Fee Based on Your Total Assets Invested Across All Managed Accounts:

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• Tier 1: 1.25% for         $250,000 - $999,999

• Tier 2: 1.05% for      $1,000,000 - $4,999,999

• Tier 3: 0.75% for                 Over $5,000,000

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MAKERS offers our clients the opportunity to work with us on a fee basis. We believe this links our compensation directly to the performance of our clients' portfolios and helps eliminate any potential conflict of interest when it comes to our recommendations for your financial success.

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Divorce Settlement Consultation

We offer services to walk through mediation or court depending which direction your divorce takes you.

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Financial Planning

It's not just about what you are retiring from, but what you are retiring to.