Our Fees

Planning Fees

We charge a fee for the time and expertise involved in analyzing your current situation, creating a comprehensive roadmap for achieving your goals, and developing a detailed action plan. We prefer a flat-rate fee structure based on the scope and complexity of the engagement, rather than an hourly rate. For your reference, our hourly rates are as follows:

• Janet’s time: $400 per hour
• Paraplanning and support staff: $250 per hour

We no longer accept clients without a Financial Planning Engagement. Our planning services typically fall in the $3,500 to $7,500 + range depending on the complexity and scope of the engagement. We will provide you a quote specific to your needs, after our complimentary "Good Fit" meeting.

Advisory Fees

Our fee for managing and monitoring your investments is based on the assets under management (AUM) and typically averages 1% annually. For clients with $5 million or more in AUM, we begin to reduce our advisory fee.

Commissions

There are certain products and investment strategies that we believe are more cost- effective and provide greater flexibility when implemented under a commission-based structure rather than a fee-for-assets-under-management model. In these cases, we will fully disclose when we are working on a commission basis and explain why we believe this approach is in your best interest.

Fiduciary Commitment

At Athena Legacy Solutions, we are committed to the fiduciary model, which means we are legally required to put our clients' interests first. This commitment ensures that every recommendation we make is aligned with your best financial interests.