Remote Financial Planner offers comprehensive financial planning and investment management services primarily through an ongoing advisory subscription. The firm assists clients with cash flow and debt management, tax planning strategies, retirement planning, financial goal setting, estate planning, investment consultation, risk management, education planning, and employee benefits. Remote Financial Planner also offers tax preparation services exclusively for existing advisory subscription clients. Founded in 2016 and led by David F. Jacoby, the firm uses a passive investment approach modeled after Modern Portfolio Theory, focusing on low-cost index funds and exchange-traded funds, while also accommodating active core-satellite strategies when appropriate. The firm operates as a registered investment advisor and acts in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Asset-based fees are billed quarterly in arrears. Investment management may also be included as part of the annual fixed advisory subscription fee.
