Fee Schedule
							College Funding Plans Available to clients with a minimum fee of $500. College planning clients will receive the following services: •        Target Amount Needed Projection •        Estimated Costs •        Current Investment Amount •        Investment Options (529’s, Coverdell Accounts, Savings Plans) Asset Allocation Plans Available to clients with a minimum fee of $500. Asset Allocation clients will receive the following services: •        Target Allocation •        Asset Classes Mixture •        Portfolio Weighting •        Optimal Asset Allocation •        Long & Short Term Goal Determinations Hourly Consultations • Hourly planning begins with an initial phone conversation to gain a better understanding of the services needed and provide an estimate of fees. • New Horizons will then send a client agreement. • The client must return the agreement and provide all requested documentation via fax, e-mail, or mail. • All documents are reviewed and a plan of action is developed. • A face-to-face appointment is then set. At this appointment the analysis is reviewed and recommendations are given. Hourly Rate: $200 per hour
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								New Horizons Management & Financial Consulting, LLC                            5221 Red Hill Way                             Baltimore, MD 21237                             (410) 933-5662                   info@newhorizonsadvisors.com © 2006 New Horizons Management & Financial Consulting, LLC                                      All Rights Reserved

NEW HORIZONS MANAGEMENT & FINANCIAL CONSULTING LLC