Fees And Compensation
Wealth Management Fees
PORTFOLIO VALUE ANNUAL FEE
First $500,000 1.50%
Next $500,000 1.25%
Next $1,000,000 1.00%
Next $2,000,000 0.75%
Above $4,000,000 <0.75%
Hourly Fee $250
Some clients will contract to have investment advisory advice or financial planning advice provided based on an hourly fee rather than based on the assets under management. The Advisor’s hourly fee will be billed at a rate of $250 per hour.
Financial Planning Only
GCB will charge a fixed fee for comprehensive financial planning services that will range from $1,500 to $5,000 per plan depending on the complexity of the plan and the resources required to produce the plan.
Fees for Qualified Retirement Plan Consulting Services
Plan Sponsor will pay the Advisor, as compensation for its services, a negotiated annual consulting fee ranging from 0.25% to 0.50% of assets in the Plan including the value of any outstanding loans from the Plan to Participants. The rate will vary depending on factors such as the size of the plan, services required, and complexity of the investment options and strategies.
What You Get:Accumulation Planning Engagements Include: