AUM Fee Schedule
Assets Under Management (AUM) | Annual Fee |
Up to $1,000,000 | 1.00% |
| Next $500,000 | .80% |
| Next $500,000 | .50% |
| Next $2,000,000 | .25% |
| Amounts Above $4,000,000 | Negotiable |
The quarterly fee is deducted automatically from client accounts at TD Ameritrade.
Attune Financial Planning holds all clients' investment accounts at our custodian, TD Ameritrade. TD Ameritrade will also charge transaction and processing fees. These fees are in addition to our management fees.