Fee Structure

We are an independent registered investment advisor based in Chicago. We are a fee-only advisory firm, which means we don’t receive commissions or other forms of compensation. Our incentives are directly aligned with our clients. We take pride in our fee transparency and fee structure that allows individuals and families to access high quality advisory services. Maple Street offers financial planning and investment management as one service for one fee.

Total Assets Under Management	Annual Fees
$0-$1,000,000	1.0%
$1,000,000-$2,000,000	0.75%
$2,000,001+	0.50%

Financial Planning services are included with the Investment Management fee unless the Investment Management fee is less than $3,000 per year.  In this case, clients pay a planning fee at the end of the year to meet the minimum.