Planning. Investing. On-Going.
Summary of Services
Broad-Based Financial Planning
Financial Health Check-Up
Social Security Planning
On-Going Financial Planning
Investment Management Services
Financial Consulting by the hour
- Pension buyout option analysis
- Luxury item acquisition
Services Fee Schedule
Investment Management Services Fee Schedule
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 is separate from the Initial Plan service fee, but does include the On-Going Financial Planning service fee.
To help contain costs, we offer a hybrid pricing model that includes either a percentage of Assets Under Management (AUM) or a fixed flat-fee that is capped.
For clients with greater than a $1 million invested portfolio, the $6,000 per year is a capped fee for Investment Management services as shown in the table above. This prevents your investment costs from spinning out of control if you have a large portfolio.
If you are below the million dollar threshold, we will use the percentage of Assets Under Management schedule as shown in the table above. This method will be most cost-effective for you.
See related article: Fixed Flat Fee vs Percent AUM for Your Investment Accounts
If you have any questions on our fee schedule, please use the Calendly scheduler on the Contact Us page 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.