Typical Flat- Fees for Comprehensive Goals-Based Financial Planning
Net Worth Under $1,000,000 - Flat-Fee Typically Between $500 - $2,500
Net Worth Between $1,000,000 - $2,500,000 - Flat-Fee Typically Between $2,500 - $5,000
Net Worth Between $2,500,000 - $5,000,000 - Flat-Fee Typically Between $5,000 - $10,000
Net Worth Between $5,000,000 - $10,000,000 - Flat-Fee Typically Between $10,000 - $15,000
Net Worth Between $10,000,000 - $30,000,000 - Flat-Fee Typically Between $15,000 - $30,000
Your actual fee is based on the complexity of your finances, depth of engagement and the number of financial planning services provided, not assets under management or net worth. Clients with a higher net worth and larger amount of investable assets tend to have a more complex financial picture and need more services which leads to more work on our behalf. This is why the typical flat-fees shown above increase with an increase in a client's net worth. These fees indicate a typical fee Sutton Financial would charge and not your actual fee. Your fee is determined after our initial consultation and prior to the beginning of our engagement.
Sutton Financial provides one-time or on-going financial planning services. Clients who subscribe to on-going financial planning services will have their fee set for a period of five years unless the parties mutually agree to amend the fee based on a change in the level of services.
Assets Under Management (AUM) Fees - Clients who subscribe to on-going financial planning services and desire to have Sutton Financial manage their investments, Sutton Financial will not charge a Financial Advisor Fee on Assets Under Management in any one of our various Advisory Accounts1. .
[1] Note, additional fees for the Registered Investment Advisor, Eagle Strategies, LLC (“Eagle”), sub-manager (if applicable), Platform, administrative fees (including minimum fee), 12b-1, and Expense Ratio fees may apply. Any Eagle, administrative, sub-manager or Platform fee will be reflected in the Sponsor Fee on your Statement of Investment Selection and is fully described in Eagle’s Form ADV Part 2A. The Sponsor Fee will vary depending on the selected program, manager, strategy, and the amount of assets invested through the platform.