Broad-Based Financial Planning and Investment Management Services
Plan Add-On Items
The Initial Plan pricing above is the minimum basic one-time Plan creation fee. Additional items that may add cost to the minimum basic price include, but not limited to:
- A significant number of accounts to analyze
- Manual entry of account information (vs client performing account aggregation)
- Other client-requested analyses such as small business modeling
- Executive Compensation
For each add-on item, we will estimate an additional fee to add to the minimum base price. You will receive a written contract with all the services and fees identified.
On-Going Financial Planning (“Retainer”)
By contracting with our On-Going Financial Planning services (the Retainer model) we can help you execute and monitor your Plan. You do the investment management at a custodian of your choice including account set-up, buying, selling and rebalancing. We do the on-going financial planning and Plan updates. Charges range from $100 to $300 per month depending on the complexity of the Plan.
Fee Schedule for Investment Management Services
We perform the account set-up, buying, selling and rebalancing of your assets to be held at TD Ameritrade. We perform Investment Management Services in conjunction with On-Going Financial Planning. We strongly believe this combination puts you in the best position to “Execute and Monitor” your Plan for success. In addition to the On-Going Financial Planning fee stated above, we manage your investable assets at the rates below.
If you have any questions on our fee schedule, use the Calendly scheduler on the Contact Us to schedule some time to discuss or give us a call!