As a Fee-Only adviser, we are compensated exclusively from the fees paid by our clients and do not accept commissions or compensation from other sources. This fee structure allows us to focus on the clients needs and eliminates any conflicts of interest that arise with commission-based advisers.

INDIVIDUAL SERVICES

56 Group recognizes that while people will benefit from our entire service, the level required differs per individual.  Therefore, we break our service out between each level pricing each individually.  For management clients, all fees are waived except for the management fee.

GET ORGANIZED

• Fee Type: Annual Fixed Fee
• Annual Fee: $495
• Billing Period: Annually

 PLANNING

• Fee Type:  Annual Fixed Fee
• Annual Fee: $495 (1ST Year - $995)
• Billing Period: Annually

ANALYSIS

• Fee Type:  Annual Fixed Fee
• Annual Fee: $695
• Billing Period: Annually

MANAGEMENT

• Fee Type:  Percentage of Assets Under Management
• Annual Fee: 1% (.60% for Income Portfolios)
• Billing Period: Quarterly

Service level will be determined after initial consultation only when we are in complete agreement on your needs.

*Note: Individual Services are priced at a discount when offered as a benefit by an employer to the employees of their firm.

BUSINESS SERVICES

We offer two main service levels to businesses & organizations regarding their 401k plans. With each level we act as an extension of you in ensuring your plan is truly an employee benefit.

PLAN CONSULTANT

This service has us work with you and your existing 401k plan assisting where there is a need. This can include: investment selection/review, employee education, plan policy writing/review and top down analysis of your existing plan.

• Fee Type: Per Project
• Annual Fee: TBD
• Billing Period: Quarterly or Annually

PLAN ADVISER

This service has us provide you with a new 401k plan and advise on the plan on an ongoing basis.

• Fee Type: Percentage of Assets Under Management
• Annual Fee: 0.60%
• Billing Period: Quarterly

** Fees paid to an investment adviser may be tax deductible.  Consult your accountant.