Simple+ Financial Planning and Wealth Management service is our premier comprehensive financial advice and investment management solution that gives you a holistic view of your financial life.
We will be there with you throughout your financial journey to give you confidence you are making educated financial decisions with a partner in your corner.
This service involves working one-on-one with a planner over an extended period of time to help you optimize all areas of your financial life.
By paying an annual retainer or asset management fee, you receive continuous access to a planner who will work with you to design your customized financial plan or implement your plan that started as a Keep It Simple Financial Plan project.
If investment management services are being provided, your personal advisor will determine a target portfolio allocation between various asset classes (such as equities and fixed income) that is designed to be consistent with your investment objectives.
We will monitor your account, help you with tax-optimization, and be available to discuss any changes to your personal or financial situation that may need to be responded to.
To subscribe to this service, clients have two payment options for services:
Option 1 is an annual flat-fee based on the complexity of the clients situation billed in advance on a monthly, quarterly or semi-annual schedule. Fees are paid directly from the client and will be reviewed and updated at least annually.
Starting at $333/mo ($3,996 annually). Please contact us for a complimentary quote
Option 2 is an assets under management based fee and will be billed in accordance with the fee schedule below.
The standard wealth management fee is based on the market value of the account and is calculated as follows:
