{"id":182,"date":"2022-11-22T14:48:14","date_gmt":"2022-11-22T14:48:14","guid":{"rendered":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/?page_id=182"},"modified":"2023-04-05T17:01:35","modified_gmt":"2023-04-05T17:01:35","slug":"costs-for-services","status":"publish","type":"page","link":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/costs-for-services\/","title":{"rendered":"Costs for Services"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; module_class=&#8221;innerpage_banner_container&#8221; _builder_version=&#8221;4.19.1&#8243; background_color=&#8221;#e0b24c&#8221; background_image=&#8221;https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-content\/uploads\/sites\/161\/2022\/11\/train_transparent_50.png&#8221; background_size=&#8221;contain&#8221; background_position=&#8221;center_right&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; custom_padding=&#8221;10px||10px|&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; 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header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243;]<\/p>\n<div>\n<table>\n<tbody>\n<tr>\n<th><strong style=\"color: #418993\">Advisory Assets<\/strong><\/th>\n<th><strong style=\"color: #418993\">Rate<\/strong><\/th>\n<\/tr>\n<tr>\n<td>Up to $250,000<\/td>\n<td>1.50%<\/td>\n<\/tr>\n<tr>\n<td>$250,000 &#8211; $500,000<\/td>\n<td>1.25%<\/td>\n<\/tr>\n<tr>\n<td>$500,000 &#8211; $1,000,000<\/td>\n<td>1.15%<\/td>\n<\/tr>\n<tr>\n<td>$1,000,000 &#8211; $2,000,000<\/td>\n<td>1.00%<\/td>\n<\/tr>\n<tr>\n<td>$2,000,000 &#8211; $3,000,000<\/td>\n<td>0.80%<\/td>\n<\/tr>\n<tr>\n<td>$3,000,000 &#8211; $5,000,000<\/td>\n<td>0.65%<\/td>\n<\/tr>\n<tr>\n<td>$5,000,000+<\/td>\n<td>Negotiable<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; 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header_text_shadow_horizontal_length=&#8221;header_text_shadow_style,%91object Object%93&#8243; header_text_shadow_vertical_length=&#8221;header_text_shadow_style,%91object Object%93&#8243; header_text_shadow_blur_strength=&#8221;header_text_shadow_style,%91object Object%93&#8243; header_2_text_shadow_horizontal_length=&#8221;header_2_text_shadow_style,%91object Object%93&#8243; header_2_text_shadow_vertical_length=&#8221;header_2_text_shadow_style,%91object Object%93&#8243; header_2_text_shadow_blur_strength=&#8221;header_2_text_shadow_style,%91object Object%93&#8243; header_3_text_shadow_horizontal_length=&#8221;header_3_text_shadow_style,%91object Object%93&#8243; header_3_text_shadow_vertical_length=&#8221;header_3_text_shadow_style,%91object Object%93&#8243; header_3_text_shadow_blur_strength=&#8221;header_3_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_horizontal_length=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_vertical_length=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_blur_strength=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_horizontal_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_vertical_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243;]<\/p>\n<p>Payments for advisory services begin only after accounts are opened and funded.<\/p>\n<p>The advisory rate is an annualized percentage rate based on total portfolio assets across all your IFG Advisory accounts. Payments are calculated quarterly by applying one-fourth the annual rate to the quarter\u2019s beginning balances. They are deducted directly from accounts and are clearly reported on your account statements and year-end 1099 for full transparency.<\/p>\n<p>Mutual funds and ETFs (exchange traded funds) held in the portfolios have their own internal management costs (also known as their \u201cexpense ratio\u201d), which are separate from our Investment Advisory Services. They are an operating expense of the investments and as such are not deducted directly from accounts. They typically average 0.36%-0.52% in total across our portfolios and can vary depending on the investments held in each account.<\/p>\n<p>LPL Financial, our broker\/dealer and custodian, may assess a nominal transaction charge for executing securities transactions. These typically range from $0-$26 per transaction. 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header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243;]<\/p>\n<p><a title=\"View this firm's Relationship Summary\" href=\"https:\/\/thebraintrust.net\/disclosures\/\" target=\"_blank\" rel=\"noopener\">View this firm&#8217;s Relationship Summary<\/a><\/p>\n<p>Securities offered through LPL Financial, Member <a href=\"https:\/\/www.finra.org\/#\/\" target=\"_blank\" rel=\"noopener\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener\">SIPC<\/a>. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>COSTS FOR SERVICES We offer flexible solutions at the service level that fits you best Initial Comprehensive Planning &#8211; Usually 6-12 Months Singles $3500+ | Couples $4500+ | Businessowners $6500+ Financial Organization Investment Management &amp; Asset Allocation Retirement Income &amp; Independence Planning Business Planning Trust &amp; Estate Planning Cash Flow Advice Debt Reduction Strategies Tax [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-182","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/pages\/182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/comments?post=182"}],"version-history":[{"count":0,"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/pages\/182\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisors1.bradcable.com\/tarrantfinancial\/wp-json\/wp\/v2\/media?parent=182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}