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Fees and Services

Our Fee-losophy

Our fee structure is governed by these principles:

  1. We will provide an entry-level minimum fee an E-6 could afford.
  2. 100% of our compensation will come directly from the client.
  3. Transparent, simple, and fair

To accomplish those things we calculate an annual fee based on the complexity of your financial situation. Our primary means of assessing complexity is to use the main pieces of your net worth as a proxy. Real estate, investment accounts, mortgages, student loans, etc. Once we understand that net worth, we make a few adjustments to it:

  • We discount up to $100K from it for a Thrift Savings Plan balance
  • We discount up to $100K from it for equity in your primary residence
  • We add back in any student debt in excess of $100K

Once we have your modified net worth (MNW) figured out, we assess your annual fee as follows:

Modified Net Worth (MNW) Annual Planning Fee
Up to $150K $1500
$150K - $500K $1500 + [0.7143% x (MNW - $150K)]
$500K - $1.5MM $4000 + [0.5% x (MNW - $500)]
$1.5MM - $5MM $9000 + [0.25% x (MNW - $1.5MM)]
> $5MM $17,750 + [0.1% x (MNW - $5MM)]

The MNW formula determines what your maximum annual fee would be. Our next step is to review more specific elements of your financial situation, reducing the fee whenever we find less complexity than what your raw net worth suggests. We then present you with a specific quote for your first year of service, and if that quote is acceptable to you then we get to work. Most clients who elect to remain clients for more than twelve months will see a 20% reduction in their annual fee in their second year, with a minimum annual fee of $1200. RWS's maximum annual fee is $12K.

 
A video to help explain our fee structure:

Value We Provide

Now, you may be thinking that paying higher fees just because your net worth is higher doesn't make much sense. We couldn't agree more. Just as we believe your fees should be transparent, we believe just as passionately that higher fees should expect more service and more value in return. To that end, as your fees increase, we deliver accordingly.

Service Tier Wealth Builder Wealth Manager Legacy Planner
Monthly Fee Starting At $125 $250 $500
Services      
Establish Goals Included Included Included
Budget & Cash Flow Included Included Included
Retirement Planning Included Included Included
Education Planning Included Included Included
Investment Management Included Included Included
Insurance Analysis Included Included Included
Military Pension Analysis Included Included Included
Widow/Widower Transition Assistance Included Included Included
Estate Planning Basic Basic Advanced
Individual Tax Preparation 50% Discount Included Included
Proactive Tax Service 50% Discount Included Included
Tax Representation 50% Discount Included Included
Aging Parent Care Planning   Included Included
Inheritance Planning   Included Included
Marriage/Divorce Planning   Included Included
Special Needs Planning   Included Included
Gift & Transfer Tax Preparation   Included Included
Partnership Tax Preparation   50% Discount Included
S-Corp Tax Preparation   50% Discount Included
Advanced Tax Strategies     Included
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582 Lynnhaven Pkwy, Ste 101
Virginia Beach, Virginia 23452

(757) 752-8055

info@redeploymentwealth.com

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Legal Disclaimer

The information posted to this website is for education purposes and is not intended to be investment advice. 

Registration as an Investment Advisory in the Commonwealth of Virginia does not imply an endorsement by Virginia, nor does it mean the Commonwealth of Virginia certifies or verifies my knowledge, skills, or experience as an investment advisor. 

Redeployment Wealth Strategies provides financial planning and investment advice to residents of Virginia. Residents of other jurisdictions are considered on a case basis depending on the laws governing investment advisors where they live.

© 2019 Redeployment Wealth Strategies

  • Legal Disclosures|
  • XY Planning Network|
  • M.A. in Financial Planning & Law|