1. Annual Service Package
For clients with $200,000 or more in Assets Under Management, we offer comprehensive financial planning and investment management together in a service we call ‘Wealth Fusion.’
3. Retirement Plan Consulting and Setup
We can help you choose, design and manage the right retirement plan for your business. Setup fees only apply to the account types listed below where there are additional design considerations and compliance requirements (i.e. there is no separate setup fee for individual plans such as Traditional or Roth IRAs).
Solo 401(K) plans - Setup fee of $450
401(K) plans with multiple participants - Setup fee of $575 + $25/participant
Set-up fee of $450 + $25/participant
Cash Balance and Defined Benefit Plans
With AMS investment management, no additional charge applies; otherwise, a $325/hour rate applies.
4. Company 401(K) Investment Management
For an ongoing management fee, we provide participant education and assume 3(38) fiduciary investment management responsibilities for your company’s 401(K) plan.