Commencement Financial Planning provides financial planning and wealth management services. This includes creating financial plans, developing investment strategies, and helping clients choose investments like mutual funds and exchange traded funds. Services can be ongoing or project-based. Commencement Financial Planning focuses on low-cost investments and doesn't receive commissions, ensuring unbiased advice.
Assets Under Management$120M
Clients46
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
All fees are subject to negotiation. One or more accounts of one or more members of the same family may be combined for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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