Our Process
Pricing Details
Comprehensive Financial Planning
We assess a one-time planning fee based upon the complexity of your current situation and your goals & objectives. This process will analyze, construct, deliver and help implement your financial plan and recommendations. The cost for our planning services typically ranges between $3,000 – $6,000. A final cost for the service will be provided to you for approval.
Ongoing Financial Planning & Investment Management
We provide all ongoing financial planning and investment management advice for clients who engage with our firm for investment advisory services. The annual cost for our investment advisory services is listed below and based on assets directly under our management.
ACCOUNT ASSETS | ANNUAL FEE (as Percentage of Assets) |
First $500,000 | 1.30% |
Next $500,000 [$500,001 to $1,000,000] | 0.85% |
Next $1.0 million [$1,000,001 to $2,000,000] | 0.70% |
Next $1.0 million [$2,000,001 to $3,000,000] | 0.55% |
Next $1.0 million [$3,000,001 to $4,000,000] | 0.40% |
Next $1.0 million [$4,000,001 to $5.0 million] | 0.30% |
Over $5 million | 0.20% |
Example: $1,250,000 Total Assets under management = 1.00% Annual Advisory Fee or 0.25% deducted directly from each account per quarter)
Our firm annual minimum is typically met by the management of at least $500,000. If a client does not have the ability to meet that minimum and still wishes to maintain an ongoing financial planning relationship with PlanWealth Financial Group, quarterly invoicing for the services provided is available.