Vetter Planning offers financial planning and investment management services. Financial planning covers cash flow, debt management, retirement, risk management, tax, education, charitable giving, and estate planning. Investment consultation and portfolio management services are also available, potentially using third-party money managers. Vetter Planning also conducts educational workshops. Clients retain full discretion over implementation decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees negotiable for accounts up to $250,000. If an Outside Manager (Sub-Adviser) is used they will debit the client’s account for the Outside Manager’s fee, and Vetter Planning’s advisory fee will be debited separately. Please note, the above fee schedule doesn’t include the Outside Manager’s fee.
