Hyland Financial Planning provides fee-only financial planning and investment management. Our advisory fee is calculated based on a percentage of assets we manage on your behalf. As you do better and your account grows, we do better too. And as your account grows over certain thresholds, the percentage you pay decreases.
Assets Under Management |
Annual Fee |
Under $300,000 |
Flat $3,000 |
$300,001 to $1,000,000 |
1.0% |
$1,000,001 to $2,000,000 |
0.8% |
$2,000,001 to $3,000,000 |
0.6% |
$3,000,001 and over |
0.4% |
Fees are paid in arrears at the end of each quarter and are assessed based on the account asset value(s) on the last business day of the previous quarter. When an account is established, the management fee is prorated for the current quarter.
