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Wealth Management Fee Structure 


Comprehensive Fee Structure

Attune Financial Planning is a Fee-Only firm.   We do not receive commissions, referral fees, or third-party incentives of any kind.  We are committed to serving you in a fiduciary capacity and we work on behalf of your interests only. 

Initial Financial Plan Creation

The fee to create an Initial Financial Plan ranges from $3,500 to $7,500 depending on client complexity.

Wealth Management Fee Schedule

 After the fee for the Initial Financial Plan has been paid, on-going clients move to the Wealth Management Fee structure.

One of our main priorities is to ensure the protection and growth of your financial assets so that you can meet your current obligations and achieve your long-term life goals.  Therefore, our annual management fees are based primarily on the investments we manage on your behalf - your investable assets under management (AUM).

Annual fees start at $7,500.  Clients with less than $750,000 in AUM will be billed for the difference from their personal account.

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 $4,000,000Negotiable


Fees are paid quarterly and calculated based on the total account value on the last day of the previous quarter.  For example, an account with a value of $1,200,000 would pay an effective fee of 0.97%. This is determined by the following calculation: ($1,000,000 x 1.00%) + ($200,000 x .80%) = $11,600.  The quarterly fee will be $2,900  ($11,600  divided by  4).  

The quarterly fee is usually deducted automatically from client accounts at Charles Schwab but can be billed to the client directly via PayPal if necessary or preferred.

Attune Financial Planning holds all clients' investment accounts at our custodian, Charles Schwab.   Charles Schwab will also charge transaction and processing fees.  These fees are in addition to our management fees.


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