Financial Dogma offers clients the flexibility to choose among a variety of options to pay for services rendered. Pricing options include hourly, project based, monthly retainer, or a traditional asset under management (“AUM”) fee. Examples of typical pricing are listed below. Special pricing arrangements may be made on a case by case basis.
Clients have the option to mix and match as they so choose. A sampling of various pricing options are provided below.
Financial Dogma is constantly seeking ways to help in the community and supports the incredible work of active and retired military, Law Enforcement, K9 Police, Firefighters and other First Responders (as well as their families) by offering a 25% discount on standard pricing.
- AUM Fee schedule (per account)
- 1% up to $500,000
- 0.90% up to $1,000,000
- 0.75% up to $3,000,000
- 0.55% above $3,000,000
- $250 per hour, billed in 10 min increments
- Project Based
- Financial Plan – $499 for entire plan, $99 for component plans (click here for more info)
- A full financial plan is included at no cost for clients who choose AUM pricing and have an aggregate of
- $250,000 in assets invested
Three different service levels available: Best in Show (entry level), Champion (intermediate level), Alpha Dog (experienced level). Baseline: Entry – $75/mo; Intermediate – $150/mo; Experienced – $500/mo
Baseline pricing is for a six-month period and can be cancelled at any time. Clients may mix and match services a la carte and pricing developed in consultation with the advisor based on the services chosen.
Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV, PA, SC, VA, WV
We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV
Securities and Investment Advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. NEXT Financial Group, Inc. does not offer tax or legal advice. Financial Dogma is not an affiliate of NEXT Financial.