Thinking Big Financial provides financial planning and investment management services. Financial planning covers cash flow, debt management, employee benefits, tax strategies, insurance, risk management, investments, life goals, estate planning, college planning, retirement planning, and business planning. Investment management involves creating and managing tailored portfolios based on client's goals and risk tolerance. Thinking Big primarily uses passive investment strategies.
Fee Structure
Thinking Big Financial's standard annual financial planning fee includes investment management and is calculated as 1.00% of the client’s adjusted gross income plus 0.35% of the client’s net worth, subject to a minimum annual fee of $6,500 for individuals and $8,500 for couple households. This fee is negotiable.