Costs Do Matter

Bronze

$59.95 monthly†

Silver

$89.95 monthly†

Gold

$49.95 monthly†

plus 0.50% to 0.65% of assets annually

Laying the Ground Work

Service is available for a
fee of $250.00

Financial Planning

Each service is available for a
fee of $750.00*

Our financial planning services mirror the four areas most people's financial goals fall into: investment planning, retirement planning, tax planning and estate planning. You decide what kind of advice you need and we will focus only on the area or areas that concern you.

†	Based on annual subscription. The monthly fee is the list price established with certain investment advisors and includes both EWM ongoing financial planning and your advisor's investment management fees. The presence of trailer fees and commissions can substantially reduce or eliminate these amounts. Additional initial setup fees may apply.
*	One free financial plan per year for Gold service clients. 40% discount on each financial plan for Silver service clients 20% discount on each financial plan for Bronze service clients

The information contained herein, written and published by Efficient Wealth Management, is presented as a general source of information only, and is not intended as a solicitation to buy or sell investments, nor is it intended to provide professional advice including, without limitations, investment, financial, legal, accounting or tax advice. For more information on this topic or on any other investment or financial matters, please contact your professional advisor.