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Brentwood Advisory Group, LLC
Our Fee Structure
Our goal is to demonstrate to our clients that our fees for services rendered are not a
cost, but an investment in their futures. We want to jointly build a team that works
together to build a foundation for financial security.
We first meet with potential clients to define their needs and recommend the
appropriate services. The initial meeting of approximately one hour in length is free.
Financial Planning:
The client receives an outline of the services to be provided within a written contract
and is quoted the fees upfront. Fees are determined by the complexity of the situation
and the estimate of time we would spend providing the requested services. Fees are
generally charged on an hourly basis. The hourly fee is $200.
One half of the quoted fee is collected when the contract is signed. The second half of
the fee is due upon presentation of the final plan.
Investment Management:
Fees for direct management of an investment portfolio are computed as a percentage
of assets under management. Fees may be negotiable (higher or lower) based on such
factors as complexity, portfolio size or other special circumstances. The annual fee
generally ranges from 1.25% to .75%. Our minimum initial portfolio is $750,000 or a
portfolio that is expected to grow to at least this amount within twelve months.
Management fees will be payable in advance on a quarterly basis. The first payment is
assessed and due upon signing of the Agreement and will be assessed pro rata in the
event the Agreement is executed at any time other than the first day of the current
calendar quarter. Subsequent payments are due and will be assessed on the first day
after the end of each calendar quarter based on the value of the account assets under
management as of the close of business on the last business day of that quarter. The
minimum fee is $5,000.
Ongoing Financial Services:
A flat dollar fee or annual retainer is quoted upfront. This, too, is determined by the
complexity of the situation and the estimate of hours we would spend providing the
services. This can also be combined with investment management of assets. The first
payment is assessed and due upon signing of the Agreement and will be assessed pro
rata in the event the Agreement is executed at any time other than the first day of the
current calendar quarter. Subsequent payments are due and will be assessed on the
first day after the end of each calendar quarter. Our minimum annual fee is $5,000.
Miscellaneous Financial Services:
Various financial planning consultation services may be provided. Fees are generally
charged on an hourly basis ($200/hour). The client will be informed of the services to
be provided and the estimated total fee at the time one enters into a financial planning
agreement, The actual fee may be lower or higher than the estimated amount.
Generally a portion of the fee will be collected in advance and the remainder will be
due upon completion of the services rendered.
Note: Fees paid for certain investment advice may be deductible as a miscellaneous
itemized deduction. Contact your tax advisor for specific details.
cost, but an investment in their futures. We want to jointly build a team that works
together to build a foundation for financial security.
We first meet with potential clients to define their needs and recommend the
appropriate services. The initial meeting of approximately one hour in length is free.
Financial Planning:
The client receives an outline of the services to be provided within a written contract
and is quoted the fees upfront. Fees are determined by the complexity of the situation
and the estimate of time we would spend providing the requested services. Fees are
generally charged on an hourly basis. The hourly fee is $200.
One half of the quoted fee is collected when the contract is signed. The second half of
the fee is due upon presentation of the final plan.
Investment Management:
Fees for direct management of an investment portfolio are computed as a percentage
of assets under management. Fees may be negotiable (higher or lower) based on such
factors as complexity, portfolio size or other special circumstances. The annual fee
generally ranges from 1.25% to .75%. Our minimum initial portfolio is $750,000 or a
portfolio that is expected to grow to at least this amount within twelve months.
Management fees will be payable in advance on a quarterly basis. The first payment is
assessed and due upon signing of the Agreement and will be assessed pro rata in the
event the Agreement is executed at any time other than the first day of the current
calendar quarter. Subsequent payments are due and will be assessed on the first day
after the end of each calendar quarter based on the value of the account assets under
management as of the close of business on the last business day of that quarter. The
minimum fee is $5,000.
Ongoing Financial Services:
A flat dollar fee or annual retainer is quoted upfront. This, too, is determined by the
complexity of the situation and the estimate of hours we would spend providing the
services. This can also be combined with investment management of assets. The first
payment is assessed and due upon signing of the Agreement and will be assessed pro
rata in the event the Agreement is executed at any time other than the first day of the
current calendar quarter. Subsequent payments are due and will be assessed on the
first day after the end of each calendar quarter. Our minimum annual fee is $5,000.
Miscellaneous Financial Services:
Various financial planning consultation services may be provided. Fees are generally
charged on an hourly basis ($200/hour). The client will be informed of the services to
be provided and the estimated total fee at the time one enters into a financial planning
agreement, The actual fee may be lower or higher than the estimated amount.
Generally a portion of the fee will be collected in advance and the remainder will be
due upon completion of the services rendered.
Note: Fees paid for certain investment advice may be deductible as a miscellaneous
itemized deduction. Contact your tax advisor for specific details.
| Copyright © 2008 Brentwood Advisory Group, LLC Disclaimer |
| 11812 San Vicente Blvd. Suite 200 Los Angeles, CA 90049 T (310) 826-2261 F (310) 820-5354 |