Together Planning provides financial planning and investment management services. They offer two main services: Integrated Financial Planning and Investment Management, which includes ongoing financial planning and portfolio management, and Standalone Financial Planning, which provides an initial financial plan with as-needed ongoing support billed hourly. They also offer asset management only services. Together Planning may use Independent Managers to manage a portion of your assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees charged by Independent Managers to manage a portion of your assets are separate from and in addition to our fees described above. The Independent Manager fee ranges from 0.15% - 0.25% and is typically paid quarterly in arrears. Depending on individual client circumstances, our advisory fee is negotiable at the sole discretion of management. In some instances, a flat annual fee may be appropriate and will be considered instead of a percentage fee.