Gabriel Capital, LLC operates as a “fee-only” registered investment advisor.
As your account(s) move towards your goals and increase in value, the compensation of the firm increases as well. Firm & client success is aligned.
The following standard fee table is based on total client “household” assets. A household is defined as one or more accounts under management. It is common for client household to have both brokerage and retirement accounts within the household.
| Household Assets Managed | Annual Fee Rate |
|---|---|
| First $200,000 | 1.35% |
| Next $800,000 | 0.85% |
| Next $4,000,000 | 0.70% |
| Assets over $5,000,000 | 0.50% |
Blended fee rate examples using total client household assets managed:
| Household Assets | Blended Fee |
|---|---|
| $500,000 | 1.05% annual fee rate |
| $1,000,000 | 0.95% annual fee rate |
| $2,000,000 | 0.83% annual fee rate |
| $4,000,000 | 0.76% annual fee rate |
The initial one hour introductory meeting is always complementary. You can select either hourly or flat rates for financial planning. All planning engagements are paid by personal check or Zelle®.
Hourly – $240/hour
You will receive an estimate of hours to completion provided prior to the planning agreement signing. The first two hours are paid in advance. Current balances are billed monthly. The final balance is due upon completion of the planning project.
Flat Rate
A job may be negotiated at a flat rate. The minimum flat rate is $480. This type of service is more common for single issue planning solutions. 50% of the flat rate is due on signing of the agreement with the balance payable upon the project completion.
Note: Existing asset management clients who have been with the firm for at least 12 months are billed 50% of the current hourly rate. Financial planning clients who later become asset management clients will receive a 50% credit of planning fee paid against future asset management fees.
All financial planning services are provided by Dan Jacobson, a CERTIFIED FINANCIAL PLANNER ™ professional.
Reach out with questions or book a meeting
