Stanhouse Financial Planning and Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Stanhouse Financial Planning offers financial planning and investment advice to individuals and families. Services include cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. For clients with complex situations, Stanhouse Financial Planning offers retainer agreements customized to their needs.
Assets Under Management$31M
Clients49
Advisors1
Avg. per Client$630K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.60% |
Fees may be negotiable at the discretion of Stanhouse Financial Planning. Minimum annual fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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