| Features & Benefits |
| Elements Planner | Wealth Planner |
|---|
| | |
| Virtual or In-person Meetings |
|  | |
| Email, Call, & Text Communication |
| | |
| Dave's Digest Newsletters |
| | |
| Service Duration | | Up to client | Ongoing |
| | |
| Single-issue or Comprehensive Advice | | | |
| Client Portal | | | |
| Holistiplan Tax Report | | | |
| | |
| Philosophy & Education |
| | |
| Asset Allocation |
| | |
| Portfolio Management | | | |
| Performance Reporting | | | |
| |
| Model Planner |
| |
|
| Legacy Planner |
| | |
| Health Planner |
| | |
| Starting at $50 per month | Assets Under Management | Advisor Fee |
|
|
| Up to $100,000 | 1.50% |
|
| | $100,001 - $500,000 | 1.25% |
| | | $500,001 - $1,000,000 | 1.00% |
| | | $1,000,001 - $3,000,000 | 0.90% |
| | | $3,000,001+ | 0.75% |
