Lionheart Financial Planning provides personalized financial planning and investment management services. This includes helping clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Lionheart Financial Planning is a fee-only firm and does not sell financial products or receive commissions. Clients make the final investment decisions.
Assets Under Management$11M
Clients23
Advisors1
Avg. per Client$490K
Avg. per Advisor$11M
www.lionheartfinancialplanning.com ·www.linkedin.com/in/richardsgardner ·www.facebook.com/lionheartfinancialplanning
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Minimum annual fee is $750 and is negotiable. The minimum annual fee will never exceed 3% of assets under management per year. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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