Wealth Management Fee Schedule
$0 to $1,000,000 .75%
$1,000,001 to $2,000,000 .50%
$2,000,001 and above .25%
Services as appropriate include- Retirement planning, estate planning, investment management, trust advisory, tax services, family legacy and charitable gifting
Monthly performance reports
The fees are deducted from your account on a quarterly in arrears basis.
The brokerage fees charged by TD Ameritrade are $9.99 for individual equity market orders up to 2,500 shares, thereafter $0.01 per share and $24 per mutual fund transaction.
Advice offered by MFFM may involve investment in mutual funds and exchange traded funds. Clients are hereby advised that all fees paid to MFFM for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds and exchange traded funds (described in each fund's prospectus) to their shareholders. These fees will generally include a management fee and other fund expenses.