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Our Fees

Income tax planning fees …

Tax planning fees are computed based on the time committed to a project times our standard hourly rates, which range from $125 to $300 per hour.

Income tax preparation fees …

Tax preparation fees are computed based on the time committed to a project times our standard hourly rates, which range from $110 to $280 per hour.

Investment management fees …

The following annual fee percentages apply in computing your recurring portfolio management fee:

  • 2.50% on the first $100,000 of assets managed.
    • Cumulative total on $100,000 = $2,500
  • 1.00% on the next $400,000.
  • (Once the portfolio exceeds $400,000, an annual credit of $875 will be given.)
    • Cumulative total on $400,000 = $4,625
    • Cumulative total on $500,000 = $5,625
  • 0.60% on the next $500,000.
    • Cumulative total on $1,000,000 = $8,625
  • 0.50% on the next $2,000,000.
    • Cumulative total on $3,000,000 = $18,625
  • Fees capped at $20,000/year (subject to increase in future years).

Generally, one-fourth (1/4) of the recurring portfolio management fee is computed, billed and payable quarterly (using one-quarter of the annual fee percentages described above to compute this fee).

Financial planning fees (other than those covered by the portfolio management fee structure) …

Financial planning fees are computed based on the time committed to a project times our standard hourly rates, which range from $125 to $300 per hour.

If feasible, we will provide to you an estimate of our expected total fee for a given project prior to beginning the engagement.

Contact Details

 
Contact our personnel via e-mail:

Jack Cunningham

Patrick Cunningham

Mary Lehman

Melissa Nachazel

Anne Butterbaugh

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