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
|Account Size||Tiered Fee|
|$250,001 - 500,000||1.25%|
|$500,001 - 1,000,000||1.00%|
|$1,000,001 - 2,000,000||0.90%|
|$2,000,000 - $5,000,000||0.75%|
*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.