Bigby Financial Planning offers personalized financial planning and investment management services. They work with individuals, families, pension plans, trusts, estates, charities, and small businesses. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Bigby Financial Planning is a fee-only firm, meaning they don't receive commissions for selling financial products.
Assets Under Management$22M
Clients44
Advisors1
Avg. per Client$500K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
All fees are negotiable. Assets held outside of Charles Schwab may be assessed an annual fee of 0.5%. The minimum annual fee is $5,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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