How We Are Compensated
Transparency is the Key to Trust
As a fee-based firm, we want to be honest in what we offer. That is why we are open and transparent when it comes to our services and fees.
Core Plan
One-Time-Development Fee* $2,500
Annual Plan Renewal Fee $750
Includes:
- Cash Flow Management
- Investment Analysis
- Tax Planning
- Estate Planning
- Retirement Goal Optimization
- Life Insurance Planning
- Long Term Care Planning
- Social Security Analysis
- College Funding Analysis
Advanced Plan
One-Time-Development Fee* $5,000
Annual Plan Renewal Fee $1,000
Includes Core Services Plus:
- Business Transition Planning
- Succession Planning
- Key Employee Planning
- Buy/Sell Agreement funding
- 401(k) Plan Design & Management - Stock Options/Awards Planning
- Pension Strategies
- Legacy Planning
- Philanthropic/Charitable Giving Strategies
Investment Management Services
Annual Advisory Fee: 0.20% - 1.00%
*One-Time Development Fee subject to change based on services selected.
*Strategist and custodial fees range from 0.20% - 1.00% and are in addition to annual advisor fees.
The financial planning fees described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between The AmeriFlex® Group, an Independent Registered Investment Advisor and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.