Fees

Fish and Associates Account Balance
Annual Fee 2017


*$250,000 – $500,000	1.50%
*$500,001 – $2,000,000	1.00%
$2,000,001 – $5,000,000	0.75%
$5,000,001-$10,000,000	0.50%
over$10,000,000	0.30%

*Our fee schedule is tiered and includes ongoing investment and financial planning services.
Our initial fee to do a financial plan starts at $3,500 and is adjusted based on the complexity of the planning issues.