Steinmetz Financial Planning provides financial planning and investment advice. Financial planning can be broad or focused, covering areas like cash flow, debt management, college funding, retirement, estate, and tax planning. Investment advisory services help clients implement recommendations and monitor their investments. Steinmetz Financial Planning acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$61M
Clients29
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$3.5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Minimum annual fee of $3,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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