Todd Washburn Solutions offers financial planning and financial life planning services. Financial planning evaluates investment and financial options based on lifestyle choices. Financial life planning includes asset management, using mutual funds and ETFs to achieve market rates of return. The firm aims to act as a trusted advisor, providing education and leadership to help clients achieve their financial goals.
Fee Structure
Todd Washburn Solutions offers Financial Life Planning, where the fee is based on your net worth and is charged annually, then divided into quarterly payments.
- Under $750,000: $5,000 in year 1, $5,700 in year 2, and $6,400 in year 3. In year 4, the fee will be based on the Net Worth fee for over $750,000.
- $750,000 to $10 Million: $7,000 plus $1,000 for each $250,000 increase in net worth over $750,000.
- $10 Million to $20 Million: $44,000 plus $1,000 for each $500,000 increase in net worth over $10,000,000.
- Over $20 Million: $64,000 plus $1,000 for each $1,000,000 increase in net worth over $20,000,000.
Additional fees may be charged for business or real estate analysis. The annual fee may be discounted at the firm's discretion. Financial Life Planning may not be suitable if your net worth is less than $350,000.