Broker Check

Services & Fees

Features & BenefitsModel PlannerQuick Start PlannerAsset Management
Client Service
Virtual or In-person MeetingsCheckmarkCheckmarkCheckmark
Communication: Email, Call, TextCheckmarkCheckmarkCheckmark
Monthly NewslettersCheckmarkCheckmarkCheckmark
Service Duration1 meetingUntil Plan DeliveryOngoing
Planning
Financial Advice (7  money topics)CheckmarkCheckmark
Meeting Summary EmailsCheckmarkCheckmark
Client Financial DashboardCheckmarkCheckmark
Holistiplan Tax ReportCheckmarkCheckmark
Investments
Philosophy & EducationCheckmarkCheckmarkCheckmark
Asset AllocationCheckmarkCheckmarkCheckmark
Retirement Plan Investment LineupCheckmark
Portfolio Management & MonitoringCheckmark
Performance ReportingCheckmark
Cost$750 per model or $100 per month (for all models)Flat FeeAssets Under ManagementAdvisor Fee
<$100,0001.50%
$100,000 - $250,0001.35%
$250,000 - $500,0001.25%
$500,000 - $1,000,0000.99%
$1,000,000Custom