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Advisory Fee Schedule
The below fee schedule is the annual advisory service fee for the entire household based on the age of the Head of Household. A single advisory premium (Single) would be charged just for one individual. Two separate retirement plans or insurance policies, a Joint insurance policy, an Owner-only-with-Spouse retirement plan, or a Head of Household with one dependent would be a considered a (Couple), with the advisory premium based on the age of the Head of Household. Two or more dependents under a Head of Household (Family) would be charged based on the age of the Head of Household.
AGE OF HEAD OF HOUSEHOLD | SINGLE | COUPLE | FAMILY |
---|---|---|---|
18 and under | $99.95 | $149.95 | $199.95 |
19 to 24 | $99.95 | $149.95 | $199.95 |
25 to 44 | $149.95 | $199.95 | $249.95 |
45 to 54 | $249.95 | $299.95 | $349.95 |
55+ | $299.95 | $349.95 | $399.95 |
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