Coordinated Lifetime Strategies

 

Fee Structure
We are fee-only advisors, meaning we are compensated only by our clients and do not receive compensation or commissions from any other parties. We believe this method of compensation minimizes conflicts of interest.

Our annual fee schedule for investable assets under our advisory services is as follows:

  • 0.90% of amounts up to one million
  • 0.75% of amounts over one million, up to five million
  • 0.50% of amounts over five million
  • Our minimum annual fee is $9,000

 

Fees are billed quarterly. Financial planning services are included as part of the investment monitoring fee.

 


9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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