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Pricing 2018-04-10T16:26:16+00:00

Fee-only

We are a fee-only firm, which means the only revenue we receive is from you, the client. There are no commissions for recommending certain investments or products, and we don’t receive any ‘kickbacks’ for making referrals to other financial professionals, such as estate planning attorneys or CPAs. We believe this fee structure is the fairest to you as it eliminates many incentives to make recommendations that may not be in your best interests.

Financial Planning and Investment Management Services:

One combined service for your family’s planning needs

Wealth Management

For clients with more than $150,000 of investments managed by Honey Lake Advisors

Account ValueAnnual Advisory Fee
$150,000 - $225,0001.40%
$225,000 - $750,0001.15%
$750,000 - $1,500,0001.00%
$1,500,000 - $3,000,0000.80%
$3,000,000+0.70%

Comprehensive Financial Planning

For clients with less than $150,000 of investments managed by Honey Lake Advisors

TierTypical ClientFixed Fee
Tier 1Family Gross income <$125,000 annually;
Invested assets not managed by HLA <$100,000
$2,100 per year / $175 per month
Tier 2Family Gross income $125,000 - $500,000 annually;
Invested assets not managed by HLA <$500,000
$3,600 per year / $300 per month
Tier 3Family Gross income >$500,000 annually;
Invested assets not managed by HLA >$500,000
$6,750 per year / $560 per month

For more pricing information, please see our Regulatory Form ADV Part 2, HLA ADV Part 2A & 2B – 2018

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