At Method, our goal is to be completely transparent about the cost of our services. We are fee-only, fiduciary advisors, which means we don’t receive referral fees for financial products, or payments from any source other than our clients.
For ongoing partnerships, we offer a simple fee structure based on percent of assets under management:
Minimum annual fee of $2,500
There is an account minimum of $100,000, which may be waived by Adviser in its discretion.
Financial planning is included for all clients utilizing our Investment Management Services. For those clients for whom our Investment Management Services are not a good fit, we do offer stand-alone financial planning services. These clients may purchase these services on a fixed fee or hourly basis (outlined below). Clients may terminate the agreement without penalty, for a full refund of Method’s fees, within five business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial Planning Agreement with written notice.
Financial Planning Fixed Fee
The rate for clients paying a fixed fee for financial planning services ranges from $2,500 to $10,000 per year, paid quarterly in arrears. The minimum annual fee is $2,500. The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.
Financial Planning Hourly Fee
For clients paying by the hour, the hourly fee for these services is $200, paid 25% in advance with the remainder paid upon completion. The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.