Contour Financial provides retirement planning and investment management services. Retirement planning includes insurance, estate planning, education funding, budgeting, business and tax planning, and investments. Investment management involves constructing and monitoring custom portfolios. They work with clients to analyze their resources, objectives, and risk tolerance. They do not use speculative investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Although there are no requirements that a client meet or maintain an account minimum, the actual percentage paid is subject to an annual minimum fee of $2,500 ($625 per quarter). Fees are always subject to change at any time with written notice. In certain circumstances the annual fee minimum may be lower. The minimum fee will be higher for concierge clients that seek additional services such as bookkeeping, cash flow management and forecasting, business analysis and will be negotiated on a case by case basis.
