Site NameHoneycutt Financial

For continuing investment advisory service, investment advisory fees are based on a percentage of assets under management. Advisory fees charged are:

Assets Under Management Percentage of Net Assets

$0 – $500,000 1.0%
$500,001 – $1,000,000 0.9%
$1,000,001 – $2,000,000 0.8%
$2,000,001 – $4,000,000 0.7%

The minimum portfolio value required to qualify for portfolio management is $500,000. The amount is negotiable. The fee to establish the program and reposition the assets is .5% of the market value of the assets placed under management or $500, whichever is greater. The establishment fee is due when the portfolio is set up, and the quarterly re-optimization fee is due when the re-optimization analysis is completed. The client may choose to pay management and transaction fees directly or have them paid to the advisor from the portfolio’s assets. Some clients may choose to combine continuing investment advisory service and continuing financial planning advice. The combined advisory fees are:

Assets Under Management Percentage of Net Assets
up to $300,000 1.5%
$300,001 -$500,000 1.4%
$500,001 -$1,000,000 1.2%
$1,000,001 -$2,000,000 1.0%
$2,000,001 -$4,000,000 0.7%

Comprehensive Planning minimum of $3,000.

We also do hourly consults at $175.00 per hour.