Manuel Weinreich

F5 Financial Planning offers investment management only as part of an ongoing financial planning relationship. They charge an initial one-time financial planning fee of $3,000, followed by an annual fee based on the value of your portfolio. The annual fee is paid quarterly in arrears and scales up with portfolio size:

• Under $600,000 — $5,000 per year
• $600,000 to $700,000 — $6,000 per year
• $700,000 to $800,000 — $7,000 per year
• $800,000 to $900,000 — $8,000 per year
• $900,000 to $1,000,000 — $9,000 per year
• $1,000,000 to $1,200,000 — $10,500 per year
• $1,200,000 to $1,400,000 — $12,000 per year
• $1,400,000 to $1,600,000 — $13,500 per year
• $1,600,000 to $1,800,000 — $15,000 per year
• $1,800,000 to $2,000,000 — $16,500 per year
• $2,000,000 to $2,500,000 — $19,000 per year
• $2,500,000 to $3,000,000 — $21,500 per year
• $3,000,000 to $3,500,000 — $24,000 per year
• Over $3,500,000 — Negotiable

The firm does not provide ongoing services for less than $5,000 per year.