Fees
Effective July 1st, 2019 for new client households
Management fees are determined by individual household through the proposal process at the initial point of engagement with All Season Financial Advisors and are dependent on assets under management.
Our linear fee schedule for any new client households (effective July 1st, 2019):
$250,000 – $500,000
1.4% / year
$500,001 – $1M
1.3% / year
$1M – $2M
1.2% / year
$2M – $5M
1.0% / year
$5M+
Negotiable
Financial Frequent Flyer Programs
We offer three opportunities for our clients to maximize the value they receive under our low annual management fees.
Consolidate Your Household Assets
Slide down the linear fee schedule as all assets are billed at the lower rate once the total of all accounts meets the new level.
Family Incentive Program
Invite your family to join the All Season family of clients. All family account assets are aggregated for billing purposes only and then applied to the lower fee schedule. Everyone enjoys lower fees. Financial planning hours may be gifted annually to direct family members
Wealth Management Packages
As household assets increase, you become eligible for greater subsidies among our wealth management partners in tax preparation, estate documents and financial planning.
Please see our Wealth Management Packages page for more detail.
Fees are charged quarterly, in advance, (1/4 of annual rate) and are based on the household’s assets under management at the beginning of each quarter. Fees may be paid directly by the client or may be liquidated from the account(s) per client authorization. Copies of invoices and calculations are included in the household’s quarterly reporting statement. New accounts, additions or partial withdrawals, greater than $10,000, and refunds for client cancellations will be calculated on a pro–rata basis. Management fees are negotiable at the advisor’s discretion; but we are confident you will find our rates competitive and attractive considering our value proposition.
Schedule a Complimentary Consultation
Let’s talk to find out how we can help you.
303-837-1187
Or you may complete the form below and we will be in touch with you as soon as possible to schedule a consultation.
