Table Rock Financial Planning
Assets Under Management
$35.3M
Number of Clients
17
Number of Advisors
1
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$35.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Table Rock Financial Planning provides financial planning and investment advice. They offer investment management, investment consultation, and financial planning services covering retirement, budgeting, college savings, insurance, and taxes. They prefer low-cost passive investment strategies. An initial financial planning engagement is typically required before investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.30% |
Fees for investment supervisory services are generally less than 0.60% per year and will not exceed 1.25% even for small accounts. The investment supervisory services may also be provided via a retainer arrangement, with a negotiated annual fixed fee ranging from $4,000 - $12,000 that is paid quarterly.
Fee Estimator
Areas of Practice
Location
ID, United States