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Fish and Associates

Fees

Fish and Associates Account Balance
Annual Fee 2017

 

   

    *$250,000 – $500,000

1.50%

 *$500,001 – $2,000,000

1.00%

$2,000,001 – $5,000,000

0.75%

$5,000,001-$10,000,000

0.50%

over$10,000,000

0.30%

 
*Our fee schedule is tiered and includes ongoing investment and financial planning services.
Our initial fee to do a financial plan starts at $3,500 and is adjusted based on the complexity of the planning issues.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.


This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.


Check the background of this investment professional on FINRA's BrokerCheck.


FISH AND ASSOCIATES 633 Oakleaf Office Lane, Memphis ,TN 38117
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