Theodore J. Feight, CFP®’s
Fee Schedule |
The fee structure is based on a percentage of assets actually under Theodore J. Feight, CFP®'s, direction. This fee shall be according to the following schedule: |
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Asset Market Value, of Assets Under Management (AUM), shall be calculated annually at the end of each year, on December 31. Fees shall be billed semi-annually at the applicable percentage rate times the calculated Asset Market Value, divided by two, starting on January 1 of the following year. |
Alternative Fee Schedule |
If desired by the Client, fees for a specific financial plan shall be determined by Theodore J. Feight, CFP®, based upon his preliminary assessment of the complexity of the Client's financial circumstances. This initial fee shall be disclosed and discussed in advance with the Client and will be stated in the Agreement in Section 5 (a).
Fees for all other financial planning/investment advisor services will be based on the following hourly rates: |
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ADDITIONAL FEES: |
All financial services are subject to an increase in fees as to the procurement of outside professional advice and service. The Client retains the right to be informed in advance and reject those costs. |
OTHER COSTS: |
In more complex situations, where advanced computer projections, charts and graphs are used, an additional fee may be required. |
Note: |
Current clients who do not meet the minimum fees as shown above will be kept at their current contract’s fee schedule and lowered to the fee schedule above when they meet the minimum fee requirements.
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