Investment portfolio = $2,000,000 

Your fee for 12 months = $15,000 ($10,000 for the first $1M and $5000 for the next $1M)

Investment portfolio = $0
(all your money is in your 401(k))

Your company has announced it’s going public.

Your fee for 12 months = $12,000 ($10,000 + $2000 IPO planning fee)

If, as an existing client, you are at the minimum fee, and a particularly complex event occurs in your life (notably, your company announced it is going public), we will, mid-year, increase your fee to accommodate that additional complexity. We will notify you in advance of this change.