Fee Structure

Kintyre Financial Advisors is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.

 

Comprehensive Financial Planning and Investment Management

Kintyre Financial charges a flat fee of $3,000 for the first three months of engagement, including the preparation of your financial plan. Beginning with the fourth month of engagement, fees are paid quarterly in arrears based on assets.

Fees are calculated at 1.00% of the first $1,000,000 in investable assets, 0.75% of the amount between $1,000,000 and $3,000,000, and .50% on assets above that amount. There is a quarterly minimum fee of $1000.

While Kintyre does not enforce a minimum level of assets, this type of service is most appropriate for those clients with earnings in excess of $200,000 annually or assets in excess of $500,000.

 

Financial Planning Only

When appropriate, Kintyre will prepare a comprehensive financial plan without ongoing management. While the plan will include specific recommendations, the responsibility for implementation remains with the client.

The fee for financial plan preparation only is 1% of combined annual income and investable assets.

 

Other Fee Arrangements

While this fee structure covers the majority of situations, please feel free to call to discuss a fee arrangement appropriate to your unique circumstances.