Fees and Minimums

Team Financial Strategies is a Fee-Only firm, meaning no commissions or products sold. We are only paid by our clients.

Team Financial Strategies does not have an account minimum. However, we do charge a minimum fee of $1,000 per year for managing a clients financial plan which includes investment accounts of any size

Our  annual advisory fees are on a retainer basis and are a percentage of the assets we have under management. Our fees are paid quarterly, based on the market value of those assets on the last day of the quarter. The fees are based on the current tiered structure: