Fees 

Total Financial Plan

 

 

  •  The Total Financial Plan covers all aspects of your financial life to ensure everything is working together effectively to help you meet your goals.

  

  • For $2,000, this includes:

    • retirement planning

    • investment review

    • insurance analysis

    • cash flow and debt planning

    • tax planning

    • a review of your estate plan

    • and anything else that you may need help with 

 

  • The Total Financial Plan may be included for no additional charge when combined with our investment management services. Account minimums will apply. 

Investment Management

 

 

  • Investment mangement fees are typically calculated as a percentage of assets being managed, according to the following tiered schedule:

    • $0 - $1,000,000                        1.00% per year

    • $1,000,001 - $5,000,000          0.85% per year

    • $5,000,001 - and up                 0.65% per year

 

  • Minimum investment management fees are $1,500/year

 

Hourly or Project Based Fees
  • Offered on a case-by-case basis
  • Hourly fee ranges from $150 - $200, depending upon complexity
Start Smart! Plan
  • Perfect for Millennials, this $500 mini plan offers help with up to 3 financial issues, including but not limited to:
    • 401(k) investment selection
    • Employer benefits review
    • Savings advice (What type of account should you use?  How much should you save?)
    • Budget help
    • Financial goal development
    • Insurance policy review
 
Contact Us

Gordon Financial, LLC


Tel:         843-936-3941


Email:     eivy@gordonfinancialplanners.com

 

Location​Mount Pleasant, SC

 

Office Hours: By Appointment Only

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Members