| 9 Lowell Street, Beverly, Massachusetts, 0915-3652 - Phone 978.922.9961 - Fax 978.922-9961 Conflict Free Financial Planning, Investment Counseling & Financial Education |
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| Investment Counseling Fees Investment Planning Fees Financial Education Fees |
| Fees |
Investment Planning Fees
Accumulation Planning Service ( 3 meetings ) $1,200.
Distribution Planning Service ( 4 meetings ) $1,600.
General Investment Strategy Service ( 3 meetings ) $1,200.
These services are priced based on the number of times the advisor meets with the client and the work
necessary to prepare for those meetings. Client meetings may take place in the client’s home, office or over the
phone. The client has the option to purchase an additional meeting to implement the strategy if they feel it
necessary. This meeting will be billed at $200. In the event the client wishes more detailed analysis requiring
additional preparation and client meetings the client will be billed at an hourly rate of $200 for the preparatory
work and the meeting. Clients of the investment planning services have the option to convert to the Investment
Counseling Service within six months of the conclusion of service and receive a credit of the amount paid for this
service.
These services are competitively priced for smaller mutual fund investors who need help but do not wish to work
with commission based advisors. Consider the sales charges for the A shares of a typical mutual fund
distributed by commission based advisors and compare them to the fees above.
Account Size Sales Load Sales Charge
$25,000 5.50% $1,375.
$50,000 5.50% $2,750.
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| 9 Lowell Street, Beverly, Massachusetts, 01915-3652 - Phone 978.922.9961 - Fax 978.922.9961 Conflict Free Financial Planning, Investment Counseling & Financial Education Adam Smith David Ricardo |
| Copyright © 2009 Thomas J. Costantini, Monserrat Advisory Services, LLC, All Rights Reserved. |