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Financial Planning and Advisory Fees

A Fee-Based Planning or Advisory Services Agreement is used when establishing a fee arrangement. Fees are negotiated and are established prior to services rendered.

*One-time planning fees are billed 50% at the commencement of services; the balance is collected after completion of the financial plan or panning services agreed upon.

Annual advisory service fees are reviewed and adjusted at the beginning of each client's anniversary and are billed quarterly in advance.

The minimum portfolio balance is $100,000 for fee-based ongoing advisory services. All fees are fully refundable within the first five days of the agreement.

 

* These services are offered through MTI Financial Advisors, Inc. A Registered Investment Advisory Firm,