Our Fees

As your fiduciary, we are committed to making you a confident and informed investor. Part of that role is education and transparency in how we operate. This begins with Fee transparency. As fee-only advisors, we are not incentivized to advise you to use “our” products or invest in ways that offer some other financial professionals in the industry the highest commissions. Our belief is that we are not successful unless you succeed. Our role as your fiduciary is also a legally enforceable relationship. Clearly, we take our client-centricity very seriously and will always be as clear and transparent with you as possible, especially regarding our fee structure.

Our Fee Schedule

The schedule for the various services we offer, subject to the agreement provided at the point of engagement, is as follows:

Initial Consultation

Complimentary (no charge)

Financial Plan (FP Meetings 1 and 2)

$850
Unless you have at least $50,000 in assets under our management. Then the plan and two accompanying meetings are complimentary (no charge)

Financial Plan Updates

$350
Unless you have at least $50,000 in assets under our management. Then the update is complimentary (no charge)

Investment Mangement

Based on a percentage of assets under management.
Extremely competitive versus industry peers

Legacy Plan

Couples’ Wills – $700 ($350/spouse)

Individual Will – $450

Living Trust – $1500

Initial Consultation

Complimentary (no charge)

Financial Plan (FP Meetings 1 and 2)

$850
Unless you have at least $50,000 in assets under our management. Then the plan and two accompanying meetings are complimentary (no charge)

Financial Plan Updates

$350
Unless you have at least $50,000 in assets under our management. Then the update is complimentary (no charge)

Investment Management

Based on a percentage of assets under management.
Extremely competitive versus industry peers

Legacy Plan

Couples' Wills - $700 ($350/spouse)

Individual Will - $450

Living Trust - $1500

Get Started Here!

Map 

Contact 

Phone: 360-657-8600
Toll-free: 888-248-5077
Fax: 360-657-1819

Disclosures

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Disclaimer
This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....

By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of the McIlrath|Eck Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisor that takes into account all of the particular facts and circumstances of an investor’s own situation. Investing involves risk, including the loss of all or a portion of your investment. Nothing contained herein should be construed as a warranty of investment results. Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
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