Saco River Financial Planning LLC provides financial planning and investment advice to middle-income individuals and families. Services include budgeting, debt management, retirement planning, investment review, insurance planning, tax planning, and estate planning. Services are offered on an hourly basis, negotiated fixed fee, annual retainer, or investment management fee.
Assets Under Management$27M
Clients122
Advisors1
Avg. per Client$220K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$295
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K - $50K | 1.25% |
| $50K - $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Minimum annual fee of $295. The annual rate for assets under management may be reduced to 1% if the client has paid other fees or commissions to the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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