Areas of Practice
Retirement PlanningTax PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$35.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.30% |
Fees for investment supervisory services are generally less than 0.60% per year and will not exceed 1.25% even for small accounts. The investment supervisory services may also be provided via a retainer arrangement, with a negotiated annual fixed fee ranging from $4,000 - $12,000 that is paid quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boise, ID
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Table Rock Financial Planning
June 2014 - Present · 11 yrs 9 mos
State Registrations2 states
IDTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.