Pricing

Fee-Only Financial Planning

Annual Advisory Fee

Financial Planning annual fees include comprehensive financial planning plus ongoing investment advice. In this model, you will have control over the trading of your investment accounts. If you’d like to have District Capital directly manage your IRA or brokerage accounts, our investment management fees will apply. Clients who avail of both may receive reduced pricing.

Financial Advisor Fees

Individuals

$4,500 – $10,500

($375 to $900/month)*

Financial Advisor Cost

Couples

$5,400 – $15,000

($450 to $1,250/month)*

*Exact price will be determined based on complexity, assets and income.

We offer pro-bono financial planning for DC, MD, & VA individuals who earn less than $64,000 per year and have less than $50,000 in liquid assets.

Investment Management

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • First $1,000,000
    1.00%
  • Next $4,000,000
    0.85%
  • Next $5,000,000
    0.50%
  • Assets Above $10,000,000
    0.35%

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questions to ask a financial advisor