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Completely Transparent Fees

Complimentary Initial Consultations.

There is no cost associated with first meetings for prospects and new clients.

Fees.

Costs do vary depending on the specific product and the individual client's personal circumstances, however, for asset management services, we typically charge a 

1% annual fee based on your total assets under management at Personal Financial Strategies.

This fee is billed quarterly (0.25% per quarter). 

An Example

You have two accounts at Personal Financial Strategies:  

  • 403b with $65,000 in assets
  • IRA with $35,000 in assets

Your fee will be $1,000 annually. You will be billed $250 per quarter.

This example illustrates the structure of a 1% fee based on $100,000 in assets under management.


We are always more than happy to discuss how we get paid and the value we offer.

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