Successful Money Strategies provides financial planning and investment management services to individuals, charities, and small businesses. They create financial plans to help clients define their goals and objectives, and offer ongoing investment management using asset allocation models. The firm tailors its services to each client's individual needs and allows clients to impose reasonable restrictions on their accounts.
Fee Structure
Successful Money Strategies charges a fee based on the amount of your portfolio, the complexity, and other circumstances. The fees range from 0.40% to 1.5% and are negotiable. These fees are in addition to any fees charged by the mutual funds you invest in. Fees are billed at the end of each quarter, based on the value of your account at that time.