Fees

Retirement Review fees start at $2,000 and are based on the complexity of your personal situation.  Find out more.

 

Relationship Service fees are structured as follows:

Assets up to $600,000                        $3,000 per year

Assets up to $1.0 million                    $6,000 per year

Assets greater than $1.0 million        0.4% of the amount greater than $1.0 million

 

Tax Preparation Fees

       

Form 1040 & State Return 

$200
PLUS  
Schedule A (itemized deductions) $50 - $100
Schedule B (interest & dividends) $25 - $75
Schedule D (capital gains & losses)  $50 - $100
Schedule C (self employment income) $75 - $125
All other schedules $25 - $125
       

All tax preparation fees include e-filing.