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Our Costs

Our goal is to provide complete cost transparency.

I believe that comprehensive financial planning is about one-on-one relationships, where you truly connect with your advisor and are comfortable putting the ball in their hands. I want my clients to understand what their financial planning services will cost and how we price our services at Gary Alpert & Associates. This policy allows you the freedom to select the services and investment tools best suited to your situation.

For more information on our services and costs, please call (770) 353-6357.

Financial Consulting with Ongoing Investment Management*

The following cost schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .65% Annually
$2,000,000 to $3,000,000 .75% Annually
$1,000,000 to $2,000,000 .80% Annually
$750,000 to $1,000,000 1% Annually
$500,000 to $750,000 1.25% Annually*

Annual costs include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Comprehensive Financial Planning
  • Retirement Planning – Social Security Analysis and Retirement Landscape Reports
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)
  • Regular Client Reviews
  • Portfolio Analysis and Optimization
  • Management of search process and investment selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Management Investment Fee
  • Monthly Statements and Quarterly Performance Statements
  • On-line access to Investment Accounts
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer

*Client pays all trading costs on accounts.

Financial Consulting without Ongoing Investment Management*

A flat annual cost of $2,500 to $3,000 is charged for engagement throughout the year. This includes two scheduled meetings.

Financial Consulting includes the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, restrictions
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)
  • Asset Allocation
  • Portfolio Analysis and Optimization

* Client administers investment changes and pays all trading costs.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

About

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

Phone: (770) 353-6356
Email: gary@garyalpert.com

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com


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