Attune Financial Planning offers financial planning and investment advisory services to individuals and families. Services include wealth management, comprehensive financial planning, and investment management. Attune Financial Planning distinguishes itself by providing services to meet your investment needs, as well as tax, estate planning, risk management, and retirement planning, life event planning and other special needs. All services are tailored to the particular objectives of the client.
Assets Under Management$32M
Clients57
Advisors1
Avg. per Client$560K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
The minimum annual fee is $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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