Fee Schedule

As fee-only advisors, we are compensated solely from fees paid by our clients and do not accept commissions or other compensation. This structure provides us with the objectivity that we believe enables us to select the best solutions for clients.

Investment Advisory Services

Lutz Financial’s annual investment advisory fee is generally based on a percentage (%) of the market value of the assets placed under our management, as follows:

MARKET VALUE OF PORTFOLIO	% OF ASSETS
First $1,000,000	1.00%
Next $1,000,000	0.75%
Next $3,000,000	0.50%
Next $5,000,000	0.35%
Over $10,000,000	0.25%

Financial Planning

Lutz Financial provides financial planning on a stand-alone fee basis. Lutz Financial’s planning fees generally range from $2,000 to $5,000 on a fixed fee basis, and on an hourly rate basis with the amount depending on the services required and the professional rendering the services.

Recommended Investment Amount

We believe that our ongoing investment advisory services are most appropriate for clients placing at least $500,000 under our management. For aggressive accumulators, we may allow flexibility and will evaluate each relationship as necessary.

Please see our ADV Parts 2a and 2b for more details by clicking here.