Bespoke Financial Planning provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating tailored investment portfolios based on a client's individual needs and goals. Bespoke Financial Planning primarily uses passive investment management strategies.
Fee Structure
Bespoke Financial Planning offers comprehensive financial planning and investment management services for a monthly fee. The fee is the greater of 1.2% of your gross income or 0.3% of your net worth, with a minimum monthly fee of $100 or $1,200 per year. There is also an upfront charge of $500. The fee may be negotiable in certain cases.
