Fee Schedule

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).

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401(K) plans

  • Solo 401(K) plans - Setup fee of $450

  • 401(K) plans with multiple participants - Setup fee of $575 + $25/participant

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SIMPLE IRA

  • Set-up fee of $450 + $25/participant

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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.

Investment advisory services offered through Arete Wealth Strategists, a Minnesota Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota and in other jurisdictions where registered or exempted. Please click here for more important disclosure

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