Fees


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 = $2000-5000, OR

$100 per month for a (ongoing) Financial Planning Subscription

Investment Services


Account Size  Tiered Fee
 < $250,000

1.50%

 $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.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Locker Wealth Management, Inc. and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Locker Wealth Management, Inc., a Registered Investment Advisor in the State of Illinois.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.