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    • Home
    • About Us
    • Personal Finances
      • Financial Planning
      • Investment Management
    • Pricing
    • Articles
    • Client Links
    • FAQ
    • Regulatory ADV Brochure
    • Privacy & Disclosure
    • Calendar
Islands East Advisors
  • Home
  • About Us
  • Personal Finances
    • Financial Planning
    • Investment Management
  • Pricing
  • Articles
  • Client Links
  • FAQ
  • Regulatory ADV Brochure
  • Privacy & Disclosure
  • Calendar
Schedule a Complimentary Consultation

PRICING

Personal Financial Planning Fees

Flat Fee (plus 1 upfront payment equal to 1 month)

$1,200 - $6,000 per year

Upfront Fee equals fee for one month to account for the setup process.  Ex. Contract quoted at $3600/year will have an upfront fee of $300 at signing of contract and then $900 will be billed quarterly, in arrears.  Pricing depends on complexity and is negotiated in advance.  Please see price estimate chart below.

Hourly (projects)

$200/hr

Minimum 4 hours

Investment Management Fees: Based on % of Assets Under Managment

(Financial Planning Fees waived for AUM over $750,000)

<$1,000,000

0.80%

Next $4,000,000

0.60%

$1,000,001 - $5,000,000

Next $5,000,000

0.45%

$5,000,001 - $10,000,000

Over $10,000,000

0.30%

$10,000,001 +

All prices negotiable

PRICE ESTIMATE

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