Our fees, published in full
Two ways to work with us. Both are fee-only: no commissions, no product payments, and a statement in dollars every quarter.
Investment management and planning
Assets under management
Annual rate
On $1,500,000 you pay
First $1,000,000
0.90%
$9,000
Next $2,000,000
0.70%
$3,500
Next $2,000,000
0.50%
$0
Above $5,000,000
0.35%
$0
Total on $1,500,000
0.83% blended
$12,500 a year
Estimate your fee
$1,000,000 billed here0.90%$9,000
$500,000 billed here0.70%$3,500
Not reached0.50%$0
Not reached0.35%$0
An estimate from our published schedule, billed quarterly in arrears on household assets we manage. Your written agreement and our Form ADV Part 2A set the fee that applies to you.
Planning only
$4,800 a year
Flat fee, billed $1,200 a quarter. No minimum.
Costs we do not charge, and where you will see them
Questions about fees
How exactly are your fees charged?
Is there a minimum?
Can the fee change?
Do you charge for the first meetings?
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood