Promontory Financial Planning provides financial planning and investment management services. Financial planning includes retirement planning, investment allocation, cash flow and debt management, estate planning, tax management, and risk analysis. Investment management is done on a discretionary basis, primarily using mutual funds and exchange traded funds. Promontory also offers consultation services for specific planning situations.
Fee Structure
Promontory Financial Planning manages investments on a discretionary basis, charging no more than 2% annually. The specific fee and any reductions are detailed in the Investment Advisory Services Agreement. Fees are deducted from client accounts quarterly by the custodian. There is a minimum account value of $100,000 for asset management services, but this may be waived in select situations.