Monthly Membership for

Financial Planning Services

Annual Fee for

Investment Advisory Services

(on in-house assets)

During the initial 12 month engagement period at $250/mo, clients receive Financial Planning Services, including at minimum three planning meetings.

After the first 12 months, ongoing Financial Planning Services will continue at a reduced $100/mo, including at minimum one annual review meeting.

All planning and annual review meetings address the following:

• Savings and Debt Management

• Retirement Planning

• Education Planning

• Tax-savings strategies

• Investment advisory (on held-away assets)

Additional meetings may be scheduled based on adviser availability and client needs.

Clients also receive 24/7 access to budgeting and financial planning tools:

• Member Access to Monarch Money

• Member Access to RightCapital

After you become a member, you can decide to bring your assets in-house with Simplexus Wealth Management. This allows you to work directly with me in order to transact on your accounts for a low Asset Under Management (AUM) fee.

We use Charles Schwab as custodian. Clients will receive 24/7 access to view their portfolios through Schwab Alliance.

$250/mo

0.5% AUM Fee**

$100/mo

Cancel at anytime*

* Simplexus Wealth Management's financial planning monthly membership fees are billed monthly in advance. If written termination is received prior to the 15th of the month, client’s will receive a full refund of the membership fee charged for that month. Otherwise, the firm can keep the membership fee charged for that month. If written termination is received after the 15th of the month, client’s will not receive a prorated refund for that partial month.

All fees paid to the Simplexus Wealth Management for financial planning and investment advisory services are separate and distinct from the expenses charged by third-party managers and Investment Companies to their shareholders. These fees and expenses are described to the client in separate disclosures. These fees will generally include subscription, third-party management fees, an Investment Company management fee, other fund expenses, and in some situations a possible distribution fee.

Have more questions?

(First 12 months)

(After 12 months)

** All asset-based fees are deducted by the qualified custodian of record on a monthly basis in arrears, based on the average daily value of the previous month. For calculating monthly, the fee is divided by 12 then calculated using the total billable household assets. As such, the monthly rate is 0.0416% of assets under management.