Cates Financial Planning provides investment management and financial planning services to individuals and high-net-worth individuals. Cates FP creates tailored investment portfolios based on clients' goals and risk tolerance. They also offer ongoing financial and tax planning, including tax preparation and IRS representation. Financial plans are delivered in modules, and the firm offers hourly financial planning engagements.
Assets Under Management$41M
Clients67
Advisors1
Avg. per Client$610K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K+ | 1.00% |
These rates are for Investment Management Services only. If investment management is requested along with ongoing financial planning, and the Comprehensive Tax and Wealth Management service is not desired, the investment management fee will be a flat 0.75% on all managed investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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