Fee Structures
Our fees are published in our filing, form ADV Part 2.
We charge an initial setup fee of $2,000 for each client relationship to cover initial portfolio reviews, suggested allocations, and the establishment of initial asset mixes. Investment management fees are designed to be attractive and are available upon request.
We often perform specialized studies related to financial planning, investing, and insurance solutions for both businesses and individual investors. Basic financial plans are provided at no extra cost as part of the Initial Setup fee for new clients. Existing clients are eligible for financial plan at a later date based upon a fixed fee to be agreed upon in advance.
The rate for Peter Foley's advice is billable at $200 per hour for consultations that fall outside of Client Agreements.
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