Menominee Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“The fixed fee can range between $1,000.00 and $3,500.00 based on the projected number of hours required, at $175 per hour.”

Flat or project fee

$500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $150 per month/$425 per quarter.”

Monthly fee

$150/mo

From the same sentence as above.

Quarterly fee

$425/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Menominee Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Menominee Capital’s fees compare

• Its hourly rate of $175 is below the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
• 4 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Illinois median of $4,500. 2% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Menominee Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304965

Website

menomineecapital.com (opens in new tab)

Phone

(906) 396-1458

Other planners in Chicago that publish fees

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• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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