| Features & Benefits | Model Planner | Quick Start Planner | Asset Management |
|---|
| | |
| Virtual or In-person Meetings |  | | |
| Communication: Email, Call, Text | | | |
| Monthly Newsletters | | | |
| Service Duration | 1 meeting | Until Plan Delivery | Ongoing |
| | |
| Financial Advice (7 money topics) | | | |
| Meeting Summary Emails | | | |
| Client Financial Dashboard | | | |
| Holistiplan Tax Report | | | |
| | |
| Philosophy & Education | | | |
| Asset Allocation | | | |
| Retirement Plan Investment Lineup | | | |
| Portfolio Management & Monitoring | | | |
| Performance Reporting | | | |
| $750 per model or $100 per month (for all models) | Flat Fee | Assets Under Management | Advisor Fee |
| | | <$100,000 | 1.50% |
| | | $100,000 - $250,000 | 1.35% |
| | | $250,000 - $500,000 | 1.25% |
| | | $500,000 - $1,000,000 | 0.99% |
| | | $1,000,000 | Custom |
| | | | |
| | | | |
| | | | |
