Investment Management fees are calculated at marginal rates that decline as the value of assets under management increases. Financial Planning fees are based on the complexity of the Client's needs. Fees for Financial Planning and Investment Management are invoiced and collected monthly in advance. Although the fees are calculated and invoiced separately, clients who use both services are eligible to receive a fee credit toward Financial Planning each month in the amount of 65% of Investment Management fees paid in the previous month.

The calculator on this page is intended to indicate applicable fees to prospective clients based on assumptions they provide. Fee arrangements for each ongoing client engagement are agreed based on information provided in an introductory consultation and are documented in the Advisory Client Agreement signed by Alaminos and the client.