You have a right to full, clear reporting, quality service, and responsible investment advice. In that spirit, our fee structure reflects our philosophy in being clear and transparent.

Comprehensive Financial Plan - $1500, OR

$125 per month for a (ongoing) Financial Planning Subscription

Investment Services

Account Size  Tiered Fee
 < $250,000


 $250,001 - 500,000 1.25%
 $500,001 - 1,000,0001.00%
 $1,000,001 - 2,000,000 0.90%
$2,000,000 - $5,000,0000.75% 
>$5,000,000  Negotiable

*These fees are intended to cover investment advice by Locker Wealth Management, Inc. only. Portfolio management services by third-party managers (if applicable), custodial services, and trust services may incur additional fees. Please refer to the appropriate investment &/or account agreement for more detail. Fees are subject to change.