Prepared Financial Planning provides investment advice and financial planning to clients. Investment management involves creating and managing portfolios based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$5.4M
Clients7
Advisors1
Avg. per Client$770K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.20% |
Fees for investment management services will not exceed 2% of the value of assets under management. Financial Planning is available at no additional charge for Clients with more than $1,500,000 in AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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