Sjostrom Financial Planning offers comprehensive financial planning services, including investment planning, college education planning, income tax/cash flow planning, employee benefit planning, business continuity planning, and estate planning. Sjostrom also provides investment advice and portfolio management, constructing and supervising portfolios based on client risk profiles and objectives. Recommendations may include insurance products, for which Sjostrom earns a commission that is disclosed to the client.
Assets Under Management$12M
Clients42
Advisors1
Avg. per Client$290K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable in some instances, at the adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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