Fee-Only Pricing
PRR Wealth Management is a fee-only planning firm. Our only compensation comes directly from our clients, who pay a flat annual planning fee that is assessed according to their net worth. Our fee schedule can be found below.
Fee Schedule
| Net Worth | Annual Fee |
|---|---|
| $0 – $750,000 | 0.60%* |
| $750,001-$1,500,000 | 0.50% |
| $1,500,001-$4,000,000 | 0.40% |
| $4,000,001-10,000,000 | 0.35% |
| > $10,000,000 | 0.25% |
*Minimum of $3,000 per year
We adhere to an extremely transparent approach to billing our clients. Click here to learn why a net worth-based flat fee is the fairest way to pay for advice.
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