Cates FP has a unique fee schedule so that middle-class Americans who don’t have significant investable assets can still get high quality financial planning advice.

Financial Planning Only
  • $100 per month
  • Includes comprehensive financial planning services without investment management.
Financial Planning + Investment Management
  •  Financial Planning – $100 per month
  • Investment Management – paid directly out of managed investments on a monthly basis. The percent of assets is on an annual basis.
    • $0 to $999,999 is 0.75%
    • $1,000,000 to $4,999,999 is 0.50%
    • $5,000,000 and greater is 0.25%
Investment Management only
  • Paid directly out of managed investments on a monthly basis. The percent of assets is on an annual basis.
    • $0 to $159,999 is 1.50%
    • $160,000 to $999,999 is 0.75%
    • $1,000,000 to $4,999,999 is 0.50%
    • $5,000,000 and greater is 0.25%
  • Once assets reach $160,000, financial planning services are automatically included.