Schedule of Fees

Advisory Services Cost
Asset Allocation/Wealth Accumulation Planning Module* $400
Rule of 100 Incl
Risk Tolerance Analysis Incl
Portfolio Analysis Review Incl
Asset Altimeter Incl
Morningstar Analysis Incl
Portfolio Pilot Report Incl
Summary Letter and Recommendation Incl
Income Planning Module* $400
Social Security Maximization Report Incl
Income Aviator Report Incl
Gradient Compass Incl
IRA Maximizer Report Incl
Asset Altimeter Incl
Summary Letter and Recommendation Incl
Wealth Transfer Module* $400
Legacy Maximizer Report Incl
IRA Legacy Report Incl
Family Inheritance Tree Incl
Summary Letter and Recommendation Incl
Three-Bundle Total Cost $1,200
Individual Reports $100/report
*Checks are made payable to Gradient Advisors

 

 
Hourly services available (3 hour minimum)                         $150/hour
10% Discount offered on all services to Veterans

 

Tax Planning Services

Cost
Tax Planning Module** $400
Found Money Report Incl
Roth Conversion Analysis Incl
Prior Year Tax Review Incl
1040 Review Incl
Summary Letter and Recommendation Incl
Tax Module Total Cost $400
Individual Reports $100/report
**Tax services offered through Stovall & Associates.   Checks are made payable to Stovall & Associates.

 

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. James Lord is registered to offer securities in the following states: AZ, CA, CO, KS and MO and investment advisory services in the following states: KS, AZ, CO. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Lord’s Financial Planning. Lord’s Financial Planning is not affiliated with Gradient Securities, LLC.