San Francisco Wealth Planning (SFWP) manages investment portfolios and provides financial planning services. Planning covers retirement, equity compensation, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SFWP may use third-party sub-advisors through Separately Managed Accounts (SMAs).
Assets Under Management$66M
Clients40
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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