Value pricing for value-added service.

At The Alpine Financial Group you receive a “true value” for the fee you pay.

Our asset management fee schedule is based on a minimum quarterly fee of $750 or $3,000 annually. As an asset management client, this fee covers the charge for most routine financial planning.
Our annual investment fee schedule for assets:

• up to $1,000,000 of the assets managed, 1%
• over $1,000,000 and up to $2 million, .75%
• over $2 million and up to $3 million, .5%
• over $3 million, .25%

Fees are paid in arrears and are calculated based upon the assets under management on the last day of the quarter.

For clients seeking a full financial plan or limited financial advice, unrelated to the asset management services, we offer a service and fee structure commensurate to your needs and the complexity of the request. You receive a personalized, written estimate detailing the project scope, in-depth services required and an approximate cost. If appropriate, a complementary initial meeting will be arranged.

Call today to learn how The Alpine Financial Group can serve you.