THE FINANCIAL
ADVISORY GROUP
C L I E N T
Q U A L I F I C A T I O N S
A N D F E E S
=================================================================================
NEW
CLIENTS MUST POSSESS ONE OF THE FOLLOWING QUALIFICATIONS:
ANNUAL
INCOME IN EXCESS OF $125,000
NET
WORTH OF $1,000,000 OR MORE
OWNER
OF A SUCCESSFUL BUSINESS
AT
LEAST $100,000 TO INVEST IN THE NEXT TWELVE MONTHS
PLANNING
RETIREMENT: EXPECTING A LUMP SUM
DISTRIBUTION
REFERRED
BY A VALUED CLIENT, CPA, ATTORNEY, OR ENROLLED AGENT
DETERMINANTS
OF MINIMUM
ANNUAL FEE
(RETAINER):
|
CHARACTERISTICS
OF THE
CLIENT |
MINIMUM HOURS CHARGED PER YEAR* |
|
INDIVIDUALS/COUPLES |
2.0 |
|
SELF-EMPLOYED INDIVIDUALS |
3.0 |
|
SELF-EMPLOYED INDIVIDUALS--WITH EMPLOYEES |
4.0 |
|
INCORPORATED INDIVIDUALS--NO EMPLOYEES |
4.0 |
|
CORPORATIONS/PARTNERSHIPS--WITH
EMPLOYEES |
5.0 |
*Policy:
Minimum Annual Fee (Anticipated Normal Level) waived for twelve months
when a client invests $500,000, or more, through The Financial Advisory Group.
[ Money Market accounts do not count toward the $500,000.]