Plan pension consulting decisions.

Tie and the selection of other investment advisers. recommendations to practical next steps.

Schedule a conversation Schedule a conversation

Tie each step to a clear decision.

Three transparent equal-sized fee modules stand on separate bound ledgers against a blue-hour brick waterfront, with keys hanging at left.

Tie each step.Tie.Connect advice to implementation.

Clear scope

Confirmed fees and minimums.

The confirmed fee schedule and minimum requirements are shown here.

1.50%Portfolio management — $1 - $1,000,000

MinimumNo stated minimum

Portfolio management — $1,000,0001 – AND UP1.25%

Confirmed fee schedule: Portfolio management — $1 - $1,000,000 — 1.50% (annually; Filed tier: $1 - $1,000,000 1.50%); Portfolio management — $1,000,0001 – AND UP — 1.25% (annually; Filed tier: $1,000,0001 – AND UP 1.25%); Selection of other advisers — $1 - $1,000,000 — 0.75% firm fee + 0.75% third-party fee = 1.50% total (annually; Filed tier: $1 - $1,000,000 0.75% 0.75% 1.50%); Selection of other advisers — $1,000,0001 – AND UP — 0.625% firm fee + 0.625% third-party fee = 1.25% total (annually; Filed tier: $1,000,0001 – AND UP 0.625% 0.625% 1.25%); Pension consulting — Up to 1.50% (annually; Filed tier: All Assets Up to 1.50%); Financial planning — $450–$900 (hourly; Negotiated hourly fee). Confirmed compensation methods: Asset-based fees, Hourly charges. The firm has confirmed its fee-only compensation conclusion and advisor attestation.Schedule a conversation

Implementation

Start with clear scope.

Review tradeoffs in one place.

Align each choice.

Use a clear process for each pension consulting decision.

pension consulting.

Billing details are tied to the confirmed engagement structure.

portfolio management.

The engagement scope and fee are documented before advisory work begins.

Act clearly.

Tie Financial planning recommendations to practical next steps.

Clarify priorities.

Clear terms help clients understand both the service and the commitment involved.

Organize the work.

Bring related decisions into one coordinated conversation.

Follow-through

Make the reasoning clear.

Use a clear process for each portfolio management decision.

Create a clear sequence.

Bring related decisions into one coordinated conversation. The next decision stays visible. Advice connects directly to implementation. Scope and responsibility remain clear. Priorities stay connected to the broader plan.

pension consulting, coordinated.

The written scope identifies which parts of Financial planning, portfolio management, and pension consulting are included and who is responsible for each next step.

A clear pension consulting process.

Begin with the decisions facing Individuals, high-net-worth individuals, and sponsors of pension or profit-sharing plans.; no sensitive documents are needed for an introductory conversation.

Turn analysis into action.

Bring the questions that prompted the conversation. Additional information can be gathered after fit is established.

Fees | KOEHLER ASSET MANAGEMENT