This fee schedule breaks down our service offerings into several categories to offer you the most flexibility. Whether you’re looking for a simple low-cost consulting project or a broad-based written Plan, or some combination with Investment Management, we can structure a service package that makes sense for you.
Fee Schedule Summary
For personalized financial consulting projects that don’t fit into one of our broad-based financial planning models, we use our hourly rate to give you the lowest cost possible. Common examples include:
- Pension buyout option analysis
- Social Security optimization
- Luxury item acquisition
An estimated time will be provided for these projects using the hourly rate.
Our hallmark service providing you a written broad-based Plan giving you the advantages of package pricing on a full suite of analysis capabilities.
On-Going Financial Planning
Once your Initial Plan is completed, you have the option to become an On-Going Financial Planning client and participate in the benefit of having a personalized on-going service calendar. The fee ranges from $100-$300 per month and is dependent on the type and frequency of service that you desire. We work with you to determine what is best for you. This option does not include Investment Management services.
Fee Schedule for Investment Management Services
We perform the account set-up, buying, selling, and rebalancing of your assets to be held at TD Ameritrade, one of the largest custodians in the country. Neither Kastler Consulting Group, LLC nor its money managers hold money directly.
Please note the Investment Management service fee may be separate from the Financial Planning service fee. Portfolios over $1M may be managed with a fixed flat fee and include the Financial Planning service fee.
“All In” = Initial Plan + On-Going Planning + Investment Management Services
For clients with greater than a $1 million invested portfolio, we use the capped fee for Investment Management services as shown in the table to the left. This prevents your investment costs from spinning out of control.
If you are still aspiring to get to your first million, we will use the percentage of Assets Under Management schedule as shown in the table below. This method will be most cost-effective for you.
If you have any questions on our fee schedule, please use the Calendly scheduler on the Contact Us to schedule some time to discuss or give us a call!
Fee Schedule Disclosures
The Initial Plan pricing shown is the minimum basic one-time Plan creation fee. Additional items that may add cost to the minimum basic price include, but not limited to:
- A significant number of accounts to analyze
- Manual entry of account information (vs client performing account aggregation)
- Other client-requested analyses such as small business modeling
- Executive Compensation
For each add-on item, we will estimate an additional fee to add to the minimum base price. You will receive a written contract with all the services and fees identified before any work is begun.
Actual pricing for your project will be stated in a written contract that we jointly agree to before any work is performed.
Please note that we are not tax advisors or estate planning attorneys. We provide guidance in these areas but not specific advice. See your CPA for tax advice or your Estate Planning Attorney for legal advice.