Financial Trex offers comprehensive financial planning, hourly financial planning, and investment management services. Comprehensive planning involves ongoing access to a planner for a fixed fee, covering areas like cash flow, college savings, estate planning, and retirement. Hourly planning is for limited engagements. Investment management involves continuous advice based on individual client needs and goals. FT also refers clients to Betterment, LLC for portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Annual fees are negotiable. FT also refers clients to Betterment, LLC for investment advisory services. The annual fees are: $0 - $500,000: 0.60%, $500,001 - $1,000,000: 0.50%, $1,000,001 and Above: 0.40%. Betterment charges 0.15% for its portion of the advisory fee.