Financial Staples (FS) offers comprehensive and project-based financial planning, hourly financial planning, and investment advisory services. FS works with clients to create personalized financial plans, covering areas like business planning, cash flow, college savings, estate planning, investment analysis, retirement planning, risk management, and tax strategies. FS also offers investment advisory services through third-party money managers, assisting clients in selecting managers and reviewing their performance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
FS may negotiate special fee arrangements where FS deems appropriate under the circumstances. Any fees and other expenses assessed by an Outside Manager will be separate from and in addition to FS’s fee. In no event will the combined fee of FS and the Outside Manager exceed 3% of assets under management per year.
