Your Financial Partnership is a registered investment advisor based in Lees Summit, Missouri, providing personalized financial planning and investment management services. Operating as a fiduciary, Your Financial Partnership creates tailored strategies covering retirement planning, tax planning strategies, cash flow and debt management, estate planning, college savings, and employee benefits optimization. The firm primarily practices passive investment management using index mutual funds and exchange traded funds to build diversified portfolios. In addition to personal wealth management, Your Financial Partnership offers retirement plan advisory services to business clients, assisting with employer-sponsored retirement plans. The firm does not have an account minimum requirement, making its services accessible to individuals and families at various stages of financial growth.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees are negotiable in certain cases.