Fee Schedule
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 Part 2A and ADV Part 2B for more details.
CONTACT US + LUTZ FINANCIAL
P: 402.827.2300 | F: 402.827.2319 | E: contact@lutzfinancial.com | 13616 California Street | Suite 200 | Omaha, NE 68154
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