fbpx

Our Pricing Structure

We offer our clients a total wealth management service which includes ongoing planning and portfolio management. Our client service plan is second to none. Simply put, we take very good care of our clients. We want you to have peace of mind about your money and spend time on the most important things in your life!

Below is our tiered annual pricing structure that is based on your total assets under management with our firm. We believe that an asset-based fee is an accurate proxy for the complexity of your financial situation as well as the time commitment and level of service that you can expect to receive from us. 

The below annual fee is deducted proportionately from your investment and retirement accounts that are under our care on a quarterly basis. For example, if you are at the 1% level, you would be billed .25% per quarter.

Our pricing schedule is very competitive and includes ongoing planning, portfolio management, and annual tax planning.

Sammons Wealth Management is a Fee-Only, Fiduciary Registered Investment Advisory (RIA) firm. This means that we take a fiduciary oath to put the best interests of our clients first. As a fee-only Registered Investment Advisor, we also do not charge trading commissions, accept referral fees from 3rd parties, or sell any products. 

Up to the first $1,000,000 at 1%

Next $1,000,001 to $2,000,000 at .75%

Next $2,000,001 to $5,000,000 at .60%

Next $5,000,000+ at .375% 

*Minimum quarterly fee of $7500/Year if assets with us are below $750,000

 

Pin It on Pinterest