Fees 

Charleston Fee-Only Financial Planner
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 $2,500, 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. 

Charleston Fee-Only Financial Planner
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 - $2,000,000          0.50% per year

    • $2,000,001 - and up                 0.25% 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 those just starting their careers, 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