MY Wealth Planners LLC provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, insurance, retirement, college, and estate planning. Investment management is offered as a bundled service with ongoing financial planning, but can be offered as a standalone service in certain circumstances. The firm also provides business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, retirement planning, risk management and insurance, tax planning strategies, and divorce financial analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee is for Investment Management Services only. Clients engaging in Bundled Financial Planning receive both Investment Management Services and Ongoing Financial Planning services as described under the Ongoing Financial Planning services fee; the fees do not overlap or duplicate, as to avoid any instance of double billing. The annual fee for the bundled service is calculated at 0.50% of client net worth rounded down to the nearest $100,000 with a minimum fee of $6,000.
