We offer Retirement Plan Management and Retirement Plan Consulting, customized solutions to meet your tax saving needs and retirement saving goals.
How we do company retirement plan
- Initial Consultation
- Assessment and Analysis
- Customized Plan Design
- For Retirement Plan Management only
- Regular Review and Adjustment
- Communication and Support
Retirement Plan Management Fee Structure: The fee is based on a percentage of assets under management and is negotiable. The annualized fees for retirement plan investment management services are based on the following fee schedule:
| Assets Under Management | Annual Fee |
|---|---|
| First 1,000,000 | 0.75% |
| Next 2,000,000 | 0.60% |
| Next 2,000,000 | 0.50% |
| Over 5,000,000 | 0.40% |
The annual advisory fee is paid monthly or quarterly according to the Client's preference. The fee is paid in arrears based on the value of the Client's account(s) as of the last day of the billing period. The advisory fee is a blended tier. For example, for assets under management of $2,000,000, a Client would pay 0.75% on the first $1,000,000 and 0.60% on the remaining balance. The monthly fee is determined by the following calculation: (($1,000,000 x 0.75%) + ($1,000,000 x 0.60%)) ÷ 12 = $1,125. The quarterly fee is determined by the following calculation: (($1,000,000 x 0.75%) + ($1,000,000 x 0.60%)) ÷ 4 = $3,375.
This does not include fees to other parties, such as record keepers, custodians, or third-party administrators. HHLWA relies on the valuation as provided by Client's custodian in determining assets under management. Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.
Retirement Plan Consulting Fee Schedule: The fee is based on a percentage of assets under advisement and is negotiable. The annualized fees for retirement plan consulting services are based on the following fee schedule:
| ASSETS UNDER ADVISEMENT | Annual Advisory Fee |
|---|---|
| First 1,000,000 | 0.75% |
| Next 2,000,000 | 0.60% |
| Next 2,000,000 | 0.50% |
| Over 5,000,000 | 0.40% |
The annual advisory fee is paid monthly or quarterly according to the Client's preference. The fee is paid in arrears based on the value of the Client's account(s) as of the last day of the billing period. The advisory fee is a blended tier. For example, for assets under management of $2,000,000, a Client would pay 0.75% on the first $1,000,000 and 0.60% on the remaining balance. The monthly fee is determined by the following calculation: (($1,000,000 x 0.75%) + ($1,000,000 x 0.60%)) ÷ 12 = $1,125. The quarterly fee is determined by the following calculation: (($1,000,000 x 0.75%) + ($1,000,000 x 0.60%)) ÷ 4 = $3,375.
This does not include fees to other parties, such as record keepers, custodians, or third-party administrators. HHLWA relies on the valuation as provided by Client’s custodian in determining assets under advisement. Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.