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Our fees are quoted in hard dollars, on either a retainer, a flat fee or hourly basis. Our fees are generally calculated based on the complexity of the planning needs and the anticipated time it will take to develop and manage your retirement income program.

As a pure-play consulting firm, we work on a fee-only basis. We are not Stock Brokers, Insurance Agents or Registered Representative who benefit from selling you an investment or financial products. We do not accrue any benefit from brokerage's commissions, finder's fees, or the splitting of money management fees. 

To ensure that the interests of both the client and the advisor remains aligned, we feel the advisor's compensation should not dependent upon commissions or transactions. The objective is to avoid conflicts of interest. 

We will disclose all compensation and will not benefit from any additional compensation, which is not explicitly stated. All fees will be communicated in writing before a relationship will begin.

Pricing Schedule
 

 

Deposit

Planning Rate

Consultation Session

None

$225.00 per session

 

Retirement Income Plan

(No Implementation)

 

$1,000.00

Balance due of $1,000 upon completion of plan

Retirement Income Plan

(With Investment Consulting Services)

 

$1,000.00

Balance due of $3,000 payable quarterly

Retirement Income Plan

(Ongoing planning and Investment services, implementation and monitoring)

 

¼ of negotiated fee

Balance due of remainder of the negotiated fee payable quarterly

 

 

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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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