Theodore J. Feight, CFP®’s
Fee Schedule |
FEES: The CLIENT shall pay the INVESTMENT ADVISOR, semiannually, a semiannual advisory fee, based on the CLIENT's market value of investments on the annual anniversary date of December 31st:
|
Market Value of Investments Annual Fee Schedule
1.9% for clients with Managed Assets of $99,999 or less
1.5% for clients with Managed Assets from $100,000 to $350,000
1.0% for clients with Managed Assets from $350,000 to $999,999
0.6% for clients with Managed Assets from $999,999 to $2,000,000
0.15% of balances over $2,000,000 |
|
The minimum annual assets under management fees for new clients are $2,500. The minimum amount of assets under management a client needs to give Creative Financial Design to manage, to qualify for Creative Financial Design’s minimum annual assets under management fee, at 1.5%, is $166,667. The minimum annual assets under management fee and/or the minimum assets under management portfolio size may be waived at the discretion of the INVESTMENT ADVISOR. There is no minimum income requirement for the ASSET MANAGEMENT AGREEMENT. |
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: |
| Person |
|
Document |
Data |
|
|
| Responsible |
Modifications |
Gathering |
Analysis |
Planning |
Presentation |
| Clerical |
$ 35.00 |
$ 35.00 |
N/A |
N/A |
N/A |
| Paraplanner |
$ 75.00 |
$ 75.00 |
$ 75.00 |
$ 75.00 |
N/A |
| CFP® |
$ 175.00 |
$ 175.00 |
$ 175.00 |
$ 175.00 |
$ 175.00 |
| Online CFP® |
$ 100.00 |
$ 100.00 |
$ 100.00 |
$ 100.00 |
$ 100.00 |
|
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. All fee schedules will remain in place until the end of each calendar year.
Back to the top |
