ira's larkspur
financial advisor marin
financial planning larkspur
income streams mill valley

Fee structure

We use a flexible fee structure to accommodate our clients based on their retirement income planning needs and how close they are to retirement.

For most of our clients, we provide wealth management services, which revolve around ongoing financial planning and investment management. For these types of clients, we are compensated based on a percentage of assets under management. Fees are charged on a sliding scale as the value of the assets increase.

Fee schedule of assets under management:

First $ 100,000

1.00%

$ 100,000 to $ 250,000

0.95%

$ 250,000 to $ 500,000

0.90%

$ 500,000 to $ 1,000,000

0.80%

$ 1,000,000 to $ 2,500,000

0.70%

$ 2,500.000

0.60%

 

For clients who want help creating a comprehensive financial plan, but prefer to implement the plan and manage the investments either on their own or elsewhere, we charge an annual fee of between $2,000 and $4,000 depending on the complexity of the plan and number of services required.

While we primarily focus on clients who are close to retirement, we also provide planning for those who are not near that stage and are working on asset accumulation. In these instances, we can help implement asset management and placement strategies to prepare for the day that your savings will replace your paycheck as your primary source of income. This can be done on a commission or reduced-fee schedule based on the value of the assets under management, with the client’s option to choose the most cost effective option.

This communication is strictly intended for individuals residing in the states of California and Kansas. No offers may be made or accepted from any resident outside the specific state(s) referenced.


 Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Mark O'Brien is a registered representative and an investment advisor representative of SFA. CA Insurance License # OF32502

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