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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 Financial Strategies. 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.

1. 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) – current employment
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.

2. Financial Consulting without Ongoing Investment Management**

A flat annual cost of $3,500 to $7,000 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.

3. Hourly Consulting

Hourly consulting is available for $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.

Retirement Plan Consulting is also available on an hourly fee basis.

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 Financial Strategies
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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Securities offered through LPL Financial, Member FINRA / SIPC. Advisory services offered through IFG Advisory, LLC. a registered investment advisor. Integrated Financial Group, IFG Advisory, LLC and Gary Alpert Financial Strategies are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NY, PA, SC, TN, TX, VA, WI.