Financial Independence, LLC offers financial planning and investment advisory services. Financial planning includes creating a written plan to help clients achieve their financial goals. Investment advisory services are offered through the AssetMark Platform, where Financial Independence recommends portfolio strategists. They also offer pension consulting services to employee benefit plans.
Fee Structure
Financial Independence, LLC uses the AssetMark Platform for investment management. You'll pay a Financial Advisor fee, typically between 0.50% and 1.00% of your investments, in addition to AssetMark's Platform fee. AssetMark's fee covers advisory services and custodial/brokerage services. The total cost depends on the specific investment program chosen. Fees are negotiable.