Fees

Fee Schedule From To Annual Percentage Rate
(fees paid quarterly)
Account by us at Schwab(Account Minimums- $100k) $0 $100,000 1.25%
  $100,001 $250,000 1.00%
  $500,001 $1,000,000 1.00%
  $1,000,0001 $3,000,000 .75%
  Above $3,000,000   Negotiable
       
529 Plan Management No Charge  No Charge No Charge
       
3rd Party Managed Accounts
(Diversified Model portfolios-i.e. First Affirmative, FTJ Fundchoice, etc.)  
$0 $1,000,000+ starts at 1.5% and scales down after first $300,000
       
First Affirmative 3rd Party Managed Bond Portfolios $250,000 $1,000,000+ starts at 1% and scales down over $1 Million
       
Financial Plans, and Hourly Modular Planning Financial Plan including Retirement, Investment, Tax & Estate Planning No minimums required for financial, estate or tax planning Minimum $300, depending on complexity and time required
  Modular Financial Planning   $150 per hour
       
* Fees for Non-Profit Organizations are Negotiable      

Contact us with questions about your specific situation (510) 524-5500 or  This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

Contact Us

6317 Fairmount Avenue
El Cerrito, CA 94530
Phone: (510) 524-5500  
Email: allan@transformativewealthmgt.com

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