Qubera Fees & Services

What we offer


Our Pricing Plans

Hourly Services

$300

Per Hour & Can Include
  • 401(k) Planning
  • Retirement & Social Security Planning
  • Affording a Home
  • Path to Financial Freedom
  • Tax Planning (2 hr minimum)
  • Spending & Savings Plans
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Financial Plan

$1,500 - $2,500

One Time Fee
  • 1 three-hour virtual planning session
  • Email Follow Up
  • 1-Month Availability
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Enhanced Planning

$5,000 - $7,500

one time fee
  • Includes all offered services
  • 1-3 initial start up mtgs
  • 2 review mtgs/year
  • Unlimited email, phone or video chat for 12 months
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Investment Management

%

Fee Schedule
  • 1.25% under $500K
  • 1% up to $1MM
  • 0.75% over $1MM
  • 0.50% over $5MM
  • $500k minimum
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For any questions regarding our pricing plans, don’t hesitate to contact us!

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