Our Standard Fee Agreement Fee Agreement of the Wilson Financial Group

The fee that will be charge to manage your assets is 1.5% for assets that are under $1,000,000 and fees are negotiable for assets over $1,000,000.

 

Fee Credit Example
Assumptions:
Account Value Management Fee Annual Fee Semi-Annual Fee Quarterly Fee
$500,000 1.5% annually $7,500 $3,750 $1,875

 

The fee charged for a comprehensive financial planning document will be negotiated based on your net worth or annual income, whichever is greater. Often, the complexities of the issues are a function of your assets and/ or income and should also take into account any unique circumstances. Fees are negotiable and can range from $500 to $100,000.

 

INCOME ASSETS RANGE FEE SCHEDULE
$10,000 – $50,000 $50,001 – $250,000 $500 – $750
$50,001 – $75,000 $250,001 – $500,000 $750 – $1,500
$75,001 – $100,000 $500,001 – 750,000 $1,000 – $3,000
$100,001 – $150,000 $750,001 – $1,000,000 $3,000 – $5,000
$150,001 – $200,000 $1,000,001 – $2,000,000 $5,000 – $8,000
$200,001 – $300,000 $2,000,001 – $5,000,000 $8,000 – $11,000
$300,001 – $500,000 $5,000,001 – $7,500,000 $11,000 – $15,000
$500,001 – $1,000,000 $7,500,001 – $10,000,000 $15,000 – $20,000
$1,000,001 – $2,000,000 $10,000,001 – $15,000,000 $20,000 – $25,000
$2,000,001 – and Above $15,000,001 – and Above $25,000-$100,000

 

* The fee charged for financial consultation is $250 per hour. This option may be considered in lieu of the flat fee based on assets and or income. The initial consultation is free.

* Applicable to new clients.
Revised 4/08

* Minimum account $500,000 for non-qualified assets and $100,000 for qualified assets.