Partners in Financial Planning (PIFP) provides investment advice and financial planning to individuals, businesses, trusts, estates, and other organizations. PIFP offers investment management on a fixed-fee annual retainer basis and financial planning on an hourly fee basis to existing clients only. PIFP may recommend other professionals for non-investment matters, but clients make all final decisions.
Fee Structure
PIFP charges an annual retainer fee for investment management services, calculated quarterly. This fee includes both investment advice and ongoing financial planning. The total fee typically ranges from 0.25% to 1.00% per year, depending on the size and complexity of the client's accounts, whether tax preparation is involved, whether there are specifically negotiated fees, and whether they are on a historically grandfathered fee schedule. New clients are required to prepay the first three months of fees.
