How to read this number
Fees are not bad by default. The question is whether the planning you receive is worth the dollars leaving your account. A $10,000 annual fee and a $50,000 annual fee should not buy the same vague quarterly meeting.
For business owners, the fee should be judged against the whole planning relationship: tax-return review, CPA coordination, owner-pay strategy, cash-flow planning, investment management, retirement projections, and family goals.
The Hidden Cost of a 1% Financial Advisor
The flagship fee guide: what 1% can cost at $1M, $2M, $5M, and $10M, and what business owners should expect in return.
Flat Fee vs. AUM for Business Owners
Compare advisor pricing models when most of your complexity is outside the portfolio.
Financial Advisor for Business Owners
What owners should expect from a planning relationship.
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