The way Ferguson-Johnson Wealth Management works with the majority of our clients is under a bundled arrangement where our clients receive portfolio management, financial planning, behavioral counsel, and an advisor in their corner for any and everything that might come up – Basically, everything we describe in the rest of our website.
For this service, we charge a fee based on the assets under our management. There is a minimum of $250,000 of assets to be managed by Ferguson-Johnson Wealth Management to begin a relationship for this bundled investment advisory service.Tiered Fee Structure
|Assets Under Management||Annual Fee|
|$1,000,000 – $3,000,000||0.75%|
The fee schedule above is for new individual/household clients of Ferguson-Johnson Wealth Management, who meet the minimum asset requirement. In certain situations, fees can be negotiated to be different from what is listed above. This fee schedule is not necessarily applicable to institutional services. Existing clients may have different or negotiated fee schedules.
Ferguson-Johnson Wealth Management provides financial planning services, investment allocation recommendations, and/or specialized advice at an hourly rate of $300/hour for clients that do not meet the minimum assets under management or have chosen to engage Ferguson-Johnson Wealth Management on a limited-basis for specific needs.
Typically, an engagement with Ferguson-Johnson Wealth Management to develop and deliver a comprehensive financial plan will end up between $3,000 – $7,000 depending on the complexity of a client’s situation and the time and expertise required to deliver researched and actionable recommendations.
DRAFT FINANCIAL PLAN : Next, we’ll schedule a meeting to walk you through the initial draft of the financial plan we’ve developed. We’ll make any adjustments based on your feedback, and then put the plan into place.
REGULAR CHECK-INS: Once your plan is up and running, our work isn’t done. We’ll check in regularly with you to ensure your plan is on track and reflects your current circumstances. And remember that we’re always available to provide an update or to address any questions or concerns.