More Than Your Money provides customized financial planning services to individuals and families. These services include investment portfolio reviews, retirement planning, tax planning, insurance coverage reviews, estate planning counseling, budgeting, and general financial planning. While they provide investment advice and execute trades, they do not exercise regular and continuous management over client accounts and do not have discretionary authority.
Fee Structure
More Than Your Money offers investment management engagements that cover only the management of investments. Financial planning and tax preparation services are not included. The annual fee for investment management engagements begins at $5,000 per year, but varies based on the complexity of the client's situation, the composition of the client's account, and the relationship of the client with More Than Your Money. The annual fee is calculated using a percentage of client's income, investments, net worth, services provided, and the perceived complexity of a client's financial situation.
