Financial Planning and Advisor Fees reflect my typical fee for these services and are negotiable. Financial Planning Fees are typically collected in full at contract signing, though other arrangements may be available. The advisory fee is calculated and collected monthly.
We cater to our clients under two very comprehensive service models. Jonathan is a financial advisor offering financial planning and investment advisory services through Eagle Strategie LLC, a Registered Investment Adviser (RIA).
Jonathan offers a variety of services as an investment adviser representatives (“IARs” or “Eagle IARs”). Eagle IARs are licensed or permitted by State securities law to provide investment advisory services and to sell investment products.
He is also a registered representative offering securities through NYLIFE Securities LLC, Member FINRA/SPIC,a licensence insurance Agency.
Eagle IARs are also insurance agents of New York Life and or another affiliated insurance companies.
Both our financial planning and investment management services are offered on a fee basis.
Our fee-based financial planning model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach.
Our-commission based model is based on a single needs advice you request, Jonathan is compensated only on solutions implemented for you.
How We Are Paid
We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice, so that we can freely research, recommend and implement strategies without partiality or restrictions.
The fee for a financial plan is based on a number of factors, which are carefully considered, including:
After an analysis of your financial situation, the exact fee will be determined. My average fee range per plan is: $500 - $3500
The fee for any subsequent financial plan(s) may be the same, higher, or lower depending on whether there has been a change in circumstances.
We split our investment advice and associated portfolio management from fee- based financial advice. This allows us to target fees according to your particular and unique needs: investment and/or financial advice.
Securing your dreams starts with a financial plan
To see your dreams become a reality, it is important to begin with a sound, yet flexible financial plan. The plan must be specific to you, your goals, and begin with where you are today and put you on a path toward where you want to be tomorrow.
Fee-based Financial Advice
The cost of the planning will depend on its scope and complexity of your situation; some examples:
- College Funding (minimum charge- 3 planning topics) $500
- Retirement Planning $750-1125
- Comprehensive Financial Plan $1875-2499
- Hourly rate for advance planning or consulting $100
Investment Advisory Account Fees
|Assets Under Management||Advisor Fee|
|$0 - $250,000||0.85%|
|$250,000 - $500,000||0.75%|
|$500,000 - $1,000,000||0.65%|
|$1,000,000 - $2,000,000||0.55%|
|$2,000,000 - $5,000,000||0.50%|
Fees Services Summary
- Fund Advisory
- Separate Managed Accounts (SMA)
- Rep directed program
- Unified Manage Accounts
- Charitable Investing
- Net Worth Analysis
- Cash Flow Analysis
- Education Planning
- Investment Planning
- Retirement Planning
- Protection Planning
- Estate Planning
- Business Planning
- Executive Benefits Planning
- Charitable Planning
Fee Based Hourly Advice
- Major purchase decisions
- Social Security decisions
- Debt reduction