Value of Account Assets
Annual
Fee Rate
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
Our fees are calculated as a percentage of the investments we are responsible for managing, and they cover all aspects of our work with you. We never add further charges for our financial planning work. Our fees are structured to be comprehensive, transparent and easy to calculate.
The annual fee is calculated according to the following schedule:
Value of Account Assets
Annual
Fee Rate
We calculate the quarterly fees at the beginning of each calendar quarter, based on the total account value on the last day of the prior quarter. Generally, our clients prefer that we deduct their fees directly from their non-tax deferred account, but they also have the option to pay their fee directly.
The Humphreys Group holds all clients’ investment accounts at Charles Schwab & Co. Schwab charges custodial fees, including wire transfer and electronic fund fees, and transaction fees when a trade is made in the account. These fees are in addition to The Humphreys Group management fee.
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
