Thunderbird Financial Coaching helps clients understand their finances and make informed decisions. They focus on educating clients about their employer benefits, budgeting, investments, and insurance. Thunderbird Financial Coaching advocates for passive investment management and does not advise on stock picking or market timing. They use software to analyze investment portfolios and help clients determine their risk tolerance. They work with third-party investment managers and custodians but do not take custody of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fee is paid to the third-party investment manager. Some accounts may be under historically different fee arrangements. Additional fees are charged to accounts from third-party money managers and/or custodians.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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