Patuxent Financial Partners (PFP) refers clients to outside money managers for investment portfolio management. PFP assists clients in selecting an appropriate allocation model, completing investor questionnaires, interacting with the outside manager, and reviewing the outside manager. PFP also offers comprehensive financial planning for an annual fee, and financial planning services on topics such as retirement planning, risk management, college savings, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are negotiable. The above fee schedule does not include the Outside Manager’s fee. For clients using Buckingham Strategic Partners, LLC as an Outside Manager, PFP’s advisory fee is a blended fee. For clients using Betterment as an Outside Manager, PFP’s advisory fee is calculated and billed on a quarterly basis through Betterment.