Fee Structure

Investment Management Pricing

Our Investment Management Fee Structure

 
Account Value Annual Advisory Fee
$5,000 - $500,000 1.30%
$500,001 - $1,000,000 1.00%
$1,000,000 + .70%

Hourly Financial Advice

Maybe you’re not ready for an ongoing relationship but have a need for consultation, help with paperwork, a second opinion, a review of assets held outside Couch Investment Management or would like to begin a plan that you monitor yourself. Our hourly advice option allows you to receive personal, professional assistance and unbiased advice.

$200/hour