Money Positive Cooperative offers financial planning and investment management services. Financial planning includes creating a custom plan with budgeting, debt management, and goal exploration. Investment management involves actively managing client assets with a Limited Power of Attorney. Money Positive also provides bookkeeping, tax preparation, and fractional CFO services to small businesses, as well as educational workshops and webinars.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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