Jacob Gall

Modern Dollar Planning's ongoing wealth management and investment management services are compensated through a quarterly fixed fee, ranging from $1,000 to $10,000. This fee is determined by the complexity of the client's financial situation, stage of life, income, net worth, assets managed versus advised on, and investment portfolio complexity. The fee is designed to cover a wide range of current and projected financial needs and is intended to be competitive with an assets under management approach. The quarterly fixed fee is periodically reviewed and may be subject to cost of living increases, with written notification and acknowledgement required for any fee increases.