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The Value of Real
Investment Advice

Is the Difference Between What It’s Worth and What It Costs

Fee-Based Wealth Management

Aligning Our Success With Your Success

We’re open and honest about what we charge because we believe in putting trust and integrity at the foundation of every client relationship we form. Your best interest is kept at the forefront of what we do, and operating as a fee-based firm allows us to do just that. Our financial planning and investment management fees are based on a percentage of the assets under our management.

Our Fees

Assets Under Management

$250,000 and up 
$1,000,000 and up
$2,000,000 and up
$2,500,000 and up
$3,000,000 and up

Quarterly Fee Percentage


The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.

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