Beauport Financial Services provides financial planning and consulting services based on your financial situation, tax status, risk tolerance, and investment goals. Services include retirement, education, asset allocation, estate, and insurance planning. They offer comprehensive or modular plans, and ongoing financial planning/consulting services, sometimes referring clients to ValMark for asset management. You are not obligated to implement advice through Beauport Financial Services.
Fee Structure
Ongoing financial planning/consulting fees range from $1,500 to $10,000 per year and are negotiable, based on the scope of services provided. The minimum annual fee is $1,500. Fees are paid monthly, quarterly, or semi-annually.
Beauport Financial Services offers financial planning services on an hourly and fixed fee basis. Fixed fees generally range from $1,500 to $10,000. The standard hourly fee is up to $300 per hour for meetings, phone consultations, retirement projections, and research projects.