The typical AC Echo client pays –
Initial Plan Creation Fee**:
The typical AC Echo client pays a one-time fee between $2,500 and $3,500, depending on the complexity of their situation, to create the initial financial plan.
Ongoing Plan Implementation Fee:
After we create your financial plan, we’ll work with you during the year to implement each step and monitor your progress. We’ll hold scheduled annual reviews and also offer ongoing email support.
Please note that during the first year, the plan implementation is complimentary. After the first year, we charge a flat monthly subscription between $149 and $249 per month, depending on the complexity of your situation.
Investment Management Fee*:
We are glad to help you manage your investment accounts, including rolling over old retirement plans, setting up contributory IRA’s, and funding your children’s college. Please note that the typical AC Echo client pays a flat 1% of assets managed.
* Per the AC Echo Form ADV Part 2A, AC Echo reserves the right to charge up to 1.25% of AUM for investment management services. Please note this fee is negotiable, but AC Echo is not required to negotiate or alter their quoted fee.
** Per the AC Echo ADV Part 2A, the initial financial plan setup fee ranges from a minimum of $2,500 to a maximum of $10,000. Most clients fall within the range of $2,500 to $3,500. However, should a client need a plan that covers atypical or specialized topics, AC Echo reserves the right to charge up to $10,000.