Table Rock Financial Planning provides financial planning and investment advice. They offer investment management, investment consultation, and financial planning services covering retirement, budgeting, college savings, insurance, and taxes. They prefer low-cost passive investment strategies. An initial financial planning engagement is typically required before investment management.
Assets Under Management$35M
Clients17
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.30% |
Fees for investment supervisory services are generally less than 0.60% per year and will not exceed 1.25% even for small accounts. The investment supervisory services may also be provided via a retainer arrangement, with a negotiated annual fixed fee ranging from $4,000 - $12,000 that is paid quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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