Michael Flynn, CFP®, AAMS®

CONNECT

Address:

23 North Ave. E
Cranford, NJ 07016

Phone:

908-272-8800

Fax/Other:

908-272-8801

Our Costs

The cost is an annual management fee, paid quarterly, based on a percentage of your account value.  It will cover all services, including investment management and goals-based financial planning.

With our fee-based approach, our success is linked directly to yours: as your assets grow, so do our fees.  During the inevitable periods when the market declines, to the extent that the decline affects your account value, it will proportionately affect our fees. 

 

Assets Under Management

Annual Fee

First $250,000

 1.35%

Next $250,000 ($250,000.01 - $500,000)

 1.20%

Next $1,000,000 ($500,000.01 – $1,500,000)

  .85%

Next $1,000,000 ($1,500,000.01 – $2,500,000)

  .80%

Next $1,000,000 ($2,500,000.01 – $3,500,000)

  .75%

Next $1,500,000 ($3,500,000.01 – $5,000,000)

  .70%

Next $1,500,000 ($5,000,000.01 – $7,500,000)

  .60%

Next $2,500,000 ($7,500,000.01 – $10,000,000)

  .50%

Next $5,000,000 ($10,000,000.01 – $15,000,000)

  .40%

Above $15,000,000

  .30%