Co-Missions, operating as Co-Missions Financial Planning, provides financial planning and investment advisory services. As a fiduciary, Co-Missions works with clients to understand their goals and resources, offering personalized financial plans and investment management based on their individual needs. Financial planning covers areas like cash flow, insurance, investments, retirement, tax, business, and estate planning. Investment management is offered on a discretionary basis, with fees based on the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees may be negotiable. There is also a bifurcated fee schedule for investment advisory services which must include a financial planning services agreement. The rates are: $0 to $500,000: 0.90%, Next $500,000: 0.75%, Next $1,000,000: 0.60%, Next $3,000,000: 0.45%, Next $5,000,000: 0.20%, Over $10,000,000: 0.20%