Your Investment in Financial Security
When considering financial advisory fees, weigh the expertise behind the guidance provided.
Derek Robinett’s impressive qualifications—a Master’s in Finance, a CFA®, PFS™, and CPA designations—bring heightened insight and precision to every financial decision.
This advanced expertise allows Derek to deliver strategies tailored to unique financial complexities. Yet his fees remain highly competitive and even more affordable than those of many advisors without his level of credentials.
Derek’s fee structure is designed to offer exceptional value, providing you with specialist-level financial guidance without the premium cost typically associated with such expertise.
Investment Management Fees
Our investment management fees are structured based on the value of assets we manage for you:
| Portfolio Size | Fee Rate | Explanation |
| First $2 million | 1.00% | Applied on the first $2 million managed |
| Next $8 million | 0.50% | Reduced rate on the next $8 million |
| Assets above $10 million | 0.25% | Lowest rate applied on assets exceeding $10 million |
This tiered structure ensures your effective fee rate decreases as your portfolio grows.
Hourly Rates for Financial Planning and Consulting
We charge hourly rates for professional financial planning. Currently, our rates begin at $300/hour and increase depending on the specific needs and complexity of your situation.
Additional Services
Additional services include bookkeeping, payroll compliance, insurance audits, and private bill pay services. The rate for these services varies depending on complexity, timeliness, and frequency.
