The Financial Coaching Center provides financial planning services, including tax, insurance, retirement, and estate planning. This includes consultations and written plans. The firm also selects and monitors money managers for clients, emphasizing broad asset-class diversification and a disciplined investment strategy. Their preferred money manager is Matson Money. They do not offer stock-selection or market-timing services.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees range from 0.75% to 0.95% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.