Regressive Annualized Fee Schedule
Review our straightforward fee schedule to understand how we’re compensated and what to expect. We offer a competitive fee schedule that decreases the more we manage for you. Fee only pricing is also available upon request.
Our Fee Schedule
We offer a competitive fee schedule that decreases the more we manage for you. Fee only pricing is also available upon request.
Fee Schedule FAQs
Our fee structure is designed to provide clarity and ensure you receive exceptional value – discover answers to your questions about our pricing and fee structure at Great Waters Financial.
We offer two options: a percentage-based fee tied to the assets we manage, or a flat annual fee. You can choose the model that best fits your situation and preferences.
Estate Planning has a separate cost and Medicare Guidance has no cost for you.
AUM stands for “assets under management.” It’s a percentage-based fee that adjusts with the size of your portfolio. As your assets grow, your fee rate decreases.
Recommended services will vary based upon your specfic situation. Our AUM fee can cover investment management, ongoing strategy reviews, and coordination with your overall financial plan. You won’t pay extra for adjustments, meetings, or advice. If you prefer managing your own investments, our annual fee structure covers just our financial planning services.
Our pricing is straightforward. You’ll be aware of any supplemental costs, and we’ll review your fee structure with you regularly to ensure it continues to make sense for your situation.
