Summary of Total Fees Sample Clauses

Summary of Total Fees. Basic Services $152,000 Lump Sum Allowances (no markup) Reproduction Expenses $5,000 Not-to-Exceed Non Destructive/Destructive Testing(including repairs) $15,000 Not-to-Exceed Site Survey $0 Not-to-Exceed Supplemental Services $20,000 Not-to-Exceed TOTAL AGREEMENT $192,000 ARTICLE 6 PAYMENTS TO THE PROJECT CONSULTANT
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Summary of Total Fees. Basic Services for Lauderhill-Xxxx Xxxxxx Elementary Allowances (no markup) Reimbursable Expenses Reproduction $ 146,500 $ 7,000 Lump Sum Not-to-Exceed Testing $ 30,000 Not-to-Exceed Site Survey $ 15,000 Not-to-Exceed Supplemental Services $ 30,000 Not-to-Exceed TOTAL PROJECT $ 228,500 Basic Services for Park Ridge Elementary School: $ 139,500 Lump Sum Allowances (no markup) Reimbursable Expenses Reproduction $ 7,000 Not-to-Exceed Testing $ 30,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Supplemental Services $ 15,000 Not-to-Exceed TOTAL PROJECT $ 191,500 Basic Services for Xxxxxxx Xxxx Elementary School: Allowances (no markup) Reimbursable Expenses Reproduction $ 171,000 $ 7,000 Lump Sum Not-to-Exceed Testing $ 20,000 Not-to-Exceed Site Survey $ 15,000 Not-to-Exceed Supplemental Services $ 30,000 Not-to-Exceed TOTAL PROJECT $ 243,000 Total Basic Services Total Allowances (no markup) Reimbursable Expenses Reproduction $ 457,000 $ 21,000 Lump Sum Not-to-Exceed Testing $ 80,000 Not-to-Exceed Site Survey $ 30,000 Not-to-Exceed Total Supplemental Services $ 75,000 Not-to-Exceed TOTAL AGREEMENT $ 663,000 ARTICLE 6 PAYMENTS TO THE PROJECT CONSULTANT
Summary of Total Fees. Basic Services for Dania Elementary : $ 175,000 Lump Sum Allowances (no markup) Reimbursable Expenses Reproduction $ 10,000 Not-to-Exceed Testing $ 35,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Supplemental Services TOTAL PROJECT $ 30,000 Not-to-Exceed $ 250,000 Basic Services for Driftwood Elementary: $ 125,000 Lump Sum Allowances (no markup) Reimbursable Expenses Reproduction $ 10,000 Not-to-Exceed Testing $ 35,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Supplemental Services TOTAL PROJECT $ 30,000 Not-to-Exceed $ 200,000 Total Basic Services Total Allowances (no markup) Reimbursable Expenses Reproduction $ 300,000 $ 20,000 Lump Sum Not-to-Exceed Testing $ 70,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Total Supplemental Services $ 60,000 Not-to-Exceed TOTAL AGREEMENT $ 450,000
Summary of Total Fees. Basic Services for Sunshine Elementary School: $ 95,000 Lump Sum Allowances (no markup) $ 8,000 Not-to-Exceed $ 20,000 Not-to-Exceed $ 15,000 Not-to-Exceed $ 20,000 Not-to-Exceed $ 7,631 Lump Sum $ 165,631 Reimbursable Expenses Reproduction Testing Site Survey Supplemental Services XXXX to DBB Conversion TOTAL PROJECT MAR to DBB Conversion TOTAL PRO JECT Not-to-Exceed $ 100,000 XXXX to DBB Conversion TOTAL PRO JECT $0 Not-to-Exceed Total Allowances (no markup) Reimbursable Expenses Reproduction $ 29,000 Not-to-Exceed Testing $ 110,000 Site Survey $ 15,000 TOTAL AGREEMENT
Summary of Total Fees. Basic Services for Apollo Middle School Allowances (no markup) Reimbursable Expenses Reproduction $ 415,000 $ 10,000 Lump Sum Not-to-Exceed Testing $ 40,000 Not-to-Exceed Site Survey $ 15,000 Not-to-Exceed Supplemental Services $ 30,000 Not-to-Exceed TOTAL PROJECT $ 510,000 Basic Services for Welleby Elementary School Allowances (no markup) Reimbursable Expenses Reproduction $ 190,000 $ 5,000 Lump Sum Not-to-Exceed Testing $ 30,000 Not-to-Exceed Site Survey $ 15,000 Not-to-Exceed Supplemental Services $ 20,000 Not-to-Exceed TOTAL PROJECT $ 260,000 Total Basic Services $ 605,000 Lump Sum Total Allowances (no markup) Reimbursable Expenses Reproduction $ 15,000 Not-to-Exceed Testing $ 70,000 Not-to-Exceed Site Survey $ 30,000 Not-to-Exceed Total Supplemental Services $ 50,000 Not-to-Exceed TOTAL AGREEMENT $ 770,000 A RTICLE 6 P AYMENTS TO THE PROJECT CONSULTANT
Summary of Total Fees. Basic Services for Larkdale Elementary School: Allowances (no markup) Reimbursable Expenses Reproduction $ 113,500 $ 5,000 Lump Sum Not-to-Exceed Testing $ 30,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Supplemental Services $ 25,000 Not-to-Exceed TOTAL PROJECT $ 173,500 Basic Services for Panther Run Elementary School: Allowances (no markup) Reimbursable Expenses Reproduction $ 113,500 $ 5,000 Lump Sum Not-to-Exceed Testing $ 40,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Supplemental Services $ 15,000 Not-to-Exceed TOTAL PROJECT $ 173,500 Total Basic Services : $ 227,000 Lump Sum Total Allowances (no markup) Reimbursable Expenses Reproduction $ 10,000 Not-to-Exceed Testing $ 70,000 Not-to-Exceed Site Survey $ 0 Not-to-Exceed Total Supplemental Services TOTAL AGREEMENT $ 40,000 Not-to-Exceed $ 347,000

Related to Summary of Total Fees

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  • Referral Fees If you were introduced to us through a solicitor, we may pay that solicitor a referral fee in accordance with Rule 206(4)-3 of the Advisers Act and applicable state securities laws. The referral fee shall be paid solely from the Advisory Fee as discussed above, and shall not result in any additional charge to you. If you were introduced to us through a solicitor, you acknowledge receipt of the written Solicitor Disclosure Statement disclosing the terms of the solicitation arrangement between us and the solicitor, including the compensation to be received by the solicitor from us. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. Clear Money Path Client(s) X X By: Xxxx X Xxxxxx Client X Client EXHIBIT A Description of Services We shall provide the following services to you (as marked below) in accordance to the Financial Consulting Agreement to which this Exhibit A is attached: Financial Position □ Net Worth Statement □ Cash Flow Statement □ Debt Management Insurance/Survivor Protection Review □ Life Insurance □ Disability Insurance □ Long Term Care Tax Planning □ Strategy and Advice in concert with your tax professional Retirement Planning □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections Education Goal Planning □ Strategy and Advice Investment Planning □ Asset Allocation / Portfolio review □ Investment Policy Statement Distribution Planning □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice Other □ Survivor Binder (we will discuss this when we get together) □ EXHIBIT B Schedule of Fees Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Financial Position $ Notes: Insurance/Survivor Protection Review $ Notes: Tax Planning $ Notes: Retirement Planning $ Notes: Education Goal Planning $ Notes: Investment Planning $ Notes: Distribution Planning $ Notes: Other $ Notes: Total: $ Retainer Planning Services Packages (to be determined at our meeting) □ Level 1: $ 500 minimum annual retainer fee □ Level 2: $ 1,000 minimum annual retainer fee □ Level 3: $ 1,500 minimum annual retainer fee □ Level 4: $ 2,000 minimum annual retainer fee Retainer Customized Services Packages Our clients’ planning needs are unique. 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This level includes 2 semi-annual planning meetings; one for updating our 24/7 planning tool and the Personal Finance Progress Report, and another for the Estate Planning and Insurance Progress Reports. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, and the Clear Money Path Survivor Binder. □ Level 3: (Typically for clients with a Net Worth over $1,000,000). This level includes 3 planning meetings through the year for updating the 24/7 planning tool and the Personal Finance Progress Report; the Estate Planning and Insurance Progress Reports; and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts. □ Level 4: (Typically for clients with a Net Worth over $1,500,000). This level includes the Level 3 planning meetings throughout the year, and the custom Financial Retreat meeting (which includes your legal and tax professionals and your Next Generation participation). Level 3 meetings include updating of: the 24/7 planning tool and the Personal Finance Progress Report, the Estate Planning and Insurance Progress Reports, and the Strategic Giving Plan. 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