About our Service Fees

North of River Financial are primarily a “fee for service” practice and we base all of our fee estimates on an hourly rate. We will agree on any fees beforehand and you are required to “opt in” to any ongoing fee arrangement at least every 2 years.  

Our ongoing service agreements are more often than not based on the minimums shown below but do vary based on complexity so we illustrate these using ranges.

Ongoing Service packages - Annual rates

Risk only:

$880 Single

$1,100 Couple

$2,750 Couple plus Company or Trust

Risk and Super:

$1,650 – $3,750 Single

$2,250 – $5,500 Couple

$4,400 – $7,700 Couple plus Company or Trust

Investment

$550 – $1,100 per person