Timepiece Financial Planning offers financial planning and investment consultation services, including cash flow analysis, education funding, risk management, and estate planning. They also provide ongoing financial planning services for a quarterly fee. For investment management, they create diversified, tax-efficient portfolios using low-cost investments like index mutual funds and ETFs. Timepiece Financial Planning acts as a fiduciary, putting clients' best interests first.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |