MoneyCafe Advisors offers financial planning and investment management services. They evaluate your financial needs, create a plan, implement recommendations, and monitor progress. Financial planning covers net worth, cash flow, asset protection, debt management, investments, taxes, retirement, and estate planning. Investment management involves making trades in your account, potentially using model portfolios from Altruist.
Fee Structure
MoneyCafe Advisors' financial planning fee, which includes investment management services, is a flat annual fee ranging from $3,000 to $10,000, depending on the complexity of your needs. This fee covers ongoing monitoring of your financial plan and investment management. The fee is charged upon signing the agreement and then prorated monthly in arrears. Some legacy clients pay quarterly in advance. There are no additional fees if MoneyCafe uses a model portfolio for your account.