Non-Profit Organizations Fees

We believe in being transparent about how we get paid. Below are the various ways clients can compensate us for our services:

Retirement Plans

Fee Comparison for 401(k), 403(b), 457, & Profit-Sharing Plans

We prefer to be compensated on a fixed per-participant fee basis for our consulting services, so your fees do not increase as the plan assets increase.

Below are some examples of the fees 401(k) plans incur by paying an asset-based or wrap fee compared to a fixed per-participant fee.

Asset Management

Our annual advisory fee for Asset Management is typically 0.25% or lower for Non-Profit Organizations.
To help the organization's cause, we provide a discounted fee for managing the investment assets of a non-profit organization.
The fee is determined by the assets we manage for the organization and the services we provide.
Details will be outlined in the Service Agreement.

*PPS Custom Program (Platform) Account client will pay an annual management fee, as outlined in the blended fee schedule above.

*In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

Additional Information

PPS Custom Program (Platform) Account client will pay an annual management fee, as outlined in the blended fee schedule above.

In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Learn More

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