Fee Structure

Fee Structure

Fee Structure

Storey & Associates provides fee-only financial planning and asset management. We believe clients should understand how their advisors are compensated and for that reason we have adopted a fully transparent fee structure. We are compensated only by our clients, never receiving commissions or payments from any third parties.

Our fees for financial planning are typically between $2,000 and $5,000. While we strive for life-long relationships, some clients prefer a shorter engagement. In those cases, our financial planning fee is billed in two installments over a six-month timeframe.

Most clients engage us for their wealth management needs, which consists of ongoing financial planning and asset management. In such cases, we utilize a tiered fee structure based on the value of assets under management at the end of each quarter. Our annual wealth management fee schedule is as follows:

1.00%

First $500,000

0.80%

On assets over $500,000

0.60%

On assets over $1,000,000

0.40%

On assets over $4,000,000

 

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