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Your annual flat fee paid to your advisor for being your fiduciary will start at 1% of your account and that fee will go down as your account size increases.

Account SizeAnnual Fees
First $500,0001.00%
Next $500,0000.90%
Next $1,000,0000.70%
Next $1,000,0000.60%
Next $2,000,0000.50%
Next $2,000,0000.40%
Next $3,000,0000.30%

This fee schedule will only apply to accounts and investments recommended by your advisor and held with the firm's custodian TD Ameritrade.

Should your advisor uses individual stocks or an exchange traded fund (ETF) to invest in, TD Ameritrade will charge its standard commissions for each trade. Your advisor does not receive any commission or any forms of compensation from TD Ameritrade.

The financial planning service will be provided for FREE to all investment advisory service clients.

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