Tuyyo Planning Group offers ongoing comprehensive financial planning, project-based financial planning, and asset management services. For a fixed fee, clients get continuous access to a planner who will design, monitor, and update their plan. The firm also offers modular financial planning services on topics like retirement, risk management, and college savings. Asset management is tailored to client needs and objectives, using model portfolios of mutual funds and exchange-traded funds. They may also recommend third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.00% |
Asset management fee is waived for clients in the wealth accumulation phase of life if you engage our Comprehensive Financial Planning and Consulting services. Fees are negotiable for assets over $5,000,001.