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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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