Financial Advisor Fee Structure & Benefits
Updated as of February 1, 2024
How Much Does It Cost For Market Advisory Group To Handle Your Investments?
Market Advisory Group’s financial advisors are fiduciaries, meaning we operate with our clients’ benefit always in mind. We often get asked “What are your fees?” when it comes to our management expertise and advice.
We use a structured Tier system based on the amount of assets under our management, with each Tier subjected to a percentage-based fee and including discounted services and benefits from Market Tax Services and Eidelman Law Firm to ensure that your assets are thoroughly managed to the best of our abilities.
While there are products we have the option to utilize in your plan, we are fee-only financial advisors. We don’t receive any hidden form of compensation and use a fully transparent system, even letting you know beforehand of what you’re signing up for. It’s part of what makes building relationships with clients so meaningful.
Tiers are determined by your current amount of financial investments. Fees may vary but are set within a fixed range per tier (in yellow).
Tier 1
$25,000 – $99,999 in
Financial Investments
1.0% – 1.5% Annual Fee
Benefits
- 33% discount on current annual tax preparation (discount applicable on basic return fee only)
- Yearly tax planning during October, November, or December
- $250.00 estate plan discount
- Annual healthcare review during October or November
- One review appointment per year*
Tier 2
$100,000 – $499,999 in
Financial Investments
.75% – 1.5% Annual Fee
Benefits
- 50% discount on current annual tax preparation (discount applicable on basic return fee only)
- Yearly tax planning during October, November, and/or December
- 1 hour of CPA advice, annually
- $500.00 estate plan discount
- 1 hour of legal advice, annually
- Annual healthcare review during October or November
- One review appointment per year*
Tier 3
$500,000 – $749,000 in
Financial Investments
0.5% – 1.25% Annual Fee
Benefits
- 75% discount on current annual tax preparation (discount applicable on basic return fee only)
- Yearly tax planning during October, November, and/or December
- 2 hours of CPA advice, annually
- $1000.00 estate plan discount
- 2 hours of legal advice, annually
- Annual healthcare review during October or November
- Two review appointments per year*
Tier 4
$750,000 – $999,999 in
Financial Investments
0.25% – 1.25% Annual Fee
Benefits
- 100% discount on current annual tax preparation (discount applicable on basic return fee only)
- Yearly tax planning during October, November, and/or December
- 4 hours of CPA advice, annually
- $1500.00 estate plan discount
- 4 hours of legal advice, annually
- Annual healthcare review during October or November
- Two review appointments per year*
Tier 5
$1,000,000 – $1,999,999 in
Financial Investments
0.15% – 1.0% Annual Fee
Benefits
- 100% discount on current annual tax preparation (excludes any forms or schedules related to business activity)
- Yearly tax planning during October, November, and/or December
- 6 hours of CPA advice, annually
- Estate plan paid for by Market Advisory Group
- Eidelman Law Firm Care Program
- 6 hours of legal advice, annually
- Annual healthcare review during October or November
- Two review appointments per year*
Tier 6
$2,000,000 or more in
Financial Investments
0.1% – .75% Annual Fee
Benefits
- 100% discount on current annual tax preparation
- Yearly tax planning during October, November, and/or December
- 10 hours of CPA advice, annually
- Estate plan paid for by Market Advisory Group
- Eidelman Law Firm Care Program
- 10 hours of legal advice, annually
- Annual healthcare review during October or November
- Two review appointments per year*
We custom build plans to fit our clients’ needs and risk tolerance. The fees listed are a potential range to provide an idea of what the fees may be. Actual fees may vary based on your customized plan.
The management fee cannot exceed 1.5% and is often lower. Please consult with our advisors for a review of your portfolio to give you a more accurate depiction of your management costs. Tax planning can be less effective if Market Advisory Group and Market Tax Services do not have full access to your investments. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.
*Additional review appointments could be subjected to an hourly rate of up to $500. Additional reviews are usually triggered by a change in the client’s investment objectives, tax considerations, large deposits or withdrawals, large purchases or sales, loss of confidence in corporate management, or changes in macro-economic climate.
Ready For Your Consultation?
If you’re ready to meet with our advisors to review your portfolio at no cost, select your preferred office here. Pick a time and date that works for you, the advisor you’d like to meet with, and any comments/questions we may need to know. Alternatively, give us a call.