*Add 5% of the value of your investments, including retirement accounts, to your gross income in figuring your fee level.
Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Sweet Money’s advisory services and fees. Fees are not negotiable. The fees below will only apply to you when you request the services listed.
Fees Charged by Investment Advisor
Fee Amount
Frequency Fee is Charged
Services
Assets Under Management Fee
n/a
n/a
n/a
Hourly Fee
$200 or $350/hour
n/a
Financial Planning and Coaching
Subscription Fee
n/a
n/a
n/a
Fixed Fee
n/a
n/a
n/a
Commissions to the Advisor
n/a
n/a
n/a
Performance-based Fee
n/a
n/a
n/a
Other
n/a
n/a
n/a
Fees Charged by Third Parties
Fee Amount
Frequency Fee is Charged
Services
Third Party Money Manager
n/a
n/a
n/a
Robo-Advisor Fee
n/a
n/a
n/a
Talk with your advisor about fees and costs applicable to you.
Additional fees and costs to discuss with your Advisor
