BENEFIT PLANNING SERVICES

Fee-Only Registered Investment Advisor

                          

 

BPS FEE SCHEDULE              

 All Compensation is based on the following for the services listed below:

Investment Management $          0 - $  1,000,000  1.00% BPS FORM ADV *
  $1,00,001 - $2,500,000    .75% Investment Advisory Agreement *
                $2,500,001  and   above    .50%  
  Minimum Annual Fee $500.00  
Hourly Consultation   $150.00 Fin Planning Agreement *
       
Financial Plan Base $2,000.00 Fin Planning Agreement *
       
Private Foundation Investment Mgmt Schedule   Investment Advisory Agreement*


Required to establish relationship

 

 

 

 

 

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