Schedule of Services and Fees

    We believe in complete transparency and want you to understand the value you get when you partner with us. Here is a detailed outline of our services and fees effective September 1, 2021.

    Portfolio Management

    See Schedule below

    Ongoing portfolio management through a Custom Model Portfolio or, utilizing the Preferred Portfolio Services (PPS) Select Portfolio Program* is available on an annual fee basis as outlined in the schedule below. The fee is assessed quarterly, can be negotiable, and unless otherwise agreed is based on the value of assets in the account. In addition to the annual management fee, clients may pay transaction charges, administrative charges, miscellaneous account fees, and charges as described in the PPS Client Agreement and Commonwealth's ADV Part2A brochure. Financial Planning services as described below are included with Portfolio Management unless otherwise disclosed and discussed in advance.

    Account Asset Value

    Custom Portfolio Fee

    PPS Select Advisor Fee*

    PPS Select Program Fee*

    $0 to $250,000**




    Next $250,000




    Next $500,000




    Above $1,000,000




    *PPS Select Clients will pay a total annual fee consisting of an Advisor Fee plus a program fee. The maximum annual fee for certain account size and type may be negotiated. The maximum annual Program Fee and other costs may apply upon termination. The Broker/Dealer, Commonwealth, reserves the right to charge a minimum fee of $35 ($8.75 quarterly), which may exceed the maximum annual Program Fee percentage.

    **Minimum portfolio value $500,000 assets under management per household.

    Securities and advisory services are offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Choice Financial Planning. 

    ​Back to Top