Sweetgrass Financial Planning manages investment portfolios and provides financial planning services. Financial planning can be comprehensive or project-based, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Sweetgrass Financial Planning tailors its services to each client's individual needs and investment policy.
Assets Under Management$6.1M
Clients25
Advisors1
Avg. per Client$240K
Avg. per Advisor$6.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.20% |
| $25K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.15% |
These fees are for Investment Only clients. Comprehensive Planning clients pay a monthly planning fee ($250-$800) which includes investment management on the first $500,000 of assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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