Christman Financial Advisors works with clients either on an project (hourly) basis or on a fixed wealth management fee basis. This wealth management fee is based on the clients’ net worth at the time of engagement (minus two adjustments). While as a client you can cancel at anytime I set my fee for 3 years and then adjustable at the end of the 3 years and every 3 years after that based on the advisors fee structure at that time. To find out your fee (paid either on a monthly or quarterly basis) enter your net worth below, then compare that to the typical (could be more) assets under management fee of 1%. PLEASE NOTE – Effective 1/1/23 the new base fee for a net worth less than 250,000 is now $150/month (1,800 for the year). The calculator is in the process of being updated – all fees above 250,000 have not changed.
Note: an assets under management (AUM) fee structure fluctuates with the market plus any contributions or withdrawals so if the market is up 10% the advisor gets paid 10% more, where my fee is set for 3 years so all those gains and contributions are yours (I don’t get paid 1 dime more based off them) . The current hourly rate is listed in the Company ADV filing – project / hourly is a custom agreement. If you have any questions please Schedule A Call.
Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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