Purposeful Strategic Partners (Purposeful SP) offers financial planning and coaching services on a fee-only basis. Purposeful SP provides ongoing financial planning, business advising, 401(k) advising and management, financial coaching, and investment management services. The firm creates individualized financial plans to assist clients in reaching their life goals through cash flow analysis, career planning, debt management, insurance planning, estate planning, tax planning, and investment management.
Assets Under Management$9.9M
Clients41
Advisors2
Avg. per Client$240K
Avg. per Advisor$5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees are for the All-in-One AUM Fee Structure. The annual fees are negotiable and are pro-rated and paid in arrears on a monthly or quarterly basis as agreed upon in the client agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
