Anthony V. Rizzutto, CPA/PFS
Personal Financial Planning
Fee Schedule
|
SERVICE |
|
FEE |
COMMENT |
|
|
|
|
|
|
INITIAL CONSULTATION |
|
$50.00 |
|
|
|
|
|
|
|
PERSONAL FINANCIAL PLANNING |
|
Varies by |
MAY BE REIMBURSE TO CLIENT BASED ON LEVEL OF INVESTMENT MANAGEMENT FEE |
|
|
|
|
|
|
INVESTMENT MANAGEMENT |
$1 - $49,000 $50,000 - $99,999 $100,000 - $999,999 $1,000,000 - $2,999,999 $3.000,000 - $4,999,999 |
.00375 per quarter .00313 “ .00250 “ .00200 “ .00175 “ |
BASED ON VALUE OF INVESTMENTS UNDER MANAGEMENT |
|
|
|
|
|
|
FEDERAL & STATE INCOME TAX PREPERATIONS |
MINIMUM FEE |
FEE RANGE $150.00 to $300.00 |
MAY BE REIMBURSE TO CLIENT BASED ON LEVEL OF INVESTMENT MANAGEMENT FEE |
|
|
|
|
|
|
FINANCIAL AND/OR TAX CONSULTING |
SERVICE PROVIDED ON HOURLY RATE BASIS |
$175.00 per hour |
|
|
|
|
|
|
