We are a team of financial experts dedicated to helping you achieve your financial goals. We offer comprehensive financial services that empower individuals and businesses to optimize their financial strategies.
Our mission is to provide tailored solutions, personalized service, and trusted guidance to help you make informed financial decisions.
We are fully committed to delivering exceptional results and helping you navigate the complexities of the financial landscape.
$2,000 + $20 Per Participant + 0.05% of plan assets *
3(38) Investment Fiduciary
0.05% of plan assets
*0.05% for administration does not apply if paid by record keeper
Non-Safe Harbor 401(k) Plans
New Plan Setup
$800
Transition of Existing Plan
$1,500
Administration and Annual Compliance Services
$2,500 + $30 Per Participant + 0.05% of plan assets *
3(38) Investment Fiduciary
0.50% of plan assets
*0.05% for administration does not apply if paid by record keeper
PLEASE NOTE: Investment fiduciary services are offered in partnership with affiliated Registered Investment Advisory firms and will be assigned dependent on your chosen record keeping platform. Please refer to ERISA Advisory Service Agreements for further details.
