The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s
account(s). The advisory fee is a blended tier. For example, for assets under management of $2,000,000, a
Client would pay 1.00% on the first $1,000,000 and 0.75% on the remaining balance. The formula for the
monthly fee is determined by the following calculation: (($1,000,000 x 1.00%) + ($1,000,000 x 0.75%)) ÷ 12.
Ongoing Financial Planning
Queen City Wealth offers a one-time financial planning engagement or a monthly planning fee.
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For ongoing financial planning collects an initial fee of $500 - $3,000. The initial fee covers the initial construction of the comprehensive financial plan. This work will commence immediately after the fee is paid, and the length of time required to complete and deliver the plan is dependent on several factors including the needs of the Client, the Client’s ability to provide any necessary information and documentation, as well as the complexity of their financial situation.
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In addition, we charge a recurring fee. charge a recurring fixed fee for Ongoing Financial Planning. Fees are paid monthly in advance, ranging from $100 to $2,000 per month. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.
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Project Based Financial Planning
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We charge a fixed fee for Project-Based Financial Planning. Fixed fee rates range from $300 to $10,000. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. QCWP collects a portion of the fee to be collected in advance with the remainder due upon completion of the services.