Treasure Coast Financial Planning offers comprehensive wealth management services, which include investment management and financial planning. Treasure Coast Financial Planning creates personalized portfolios primarily using mutual funds and exchange-traded funds, following a top-down approach tailored to each client's risk tolerance and time horizon. Services encompass retirement planning, tax strategies, estate planning, cash flow management, risk management, and education planning. Treasure Coast Financial Planning specializes in working with individuals, high-net-worth clients, business owners, and corporate executives. The firm operates independently with no affiliated broker-dealers or proprietary products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are based on aggregate household assets and are negotiable at the firm's discretion.
