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Fee Only Financial Planning Houston

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fee only financial planning houston

Fee Schedule

Financial Planning

Full Financial Plan $2300
Financial Consultation $250/hour

 

Managed Accounts ($100,000 minimum)

  Account Size Annual cost
Fee Schedule(*): $0 - $500,000 1.50%
  next $500,000 1.25%
  any additional funds 1.00%

Terms and Conditions

Copyright © 2007 Pivot Point Advisors, LLC
Last modified: 10/03/07