Your Financial Partnership

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$9.2M
Clients39
Advisors1
Avg. per Client$240K
Avg. per Advisor$9.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.80%
$500K - $1.0M0.75%
$1.0M - $2.5M0.70%
$2.5M+0.60%

Fees are negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm