Broker Check
Client Login
 

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.