Storybook Financial LLC offers financial planning and investment management services. The firm focuses on providing ongoing financial planning services to young professional families. Financial planning covers areas like net worth, cash flow, debt management, student loans, home purchases, employee benefits, retirement planning, insurance, investments, college planning, estate planning, and limited tax planning. Investment management is offered, and for financial planning clients, there is no extra charge for investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Accredited investors may pay lower fees: 1.00% on the first $1,000,000, 0.75% on the next $1,000,000, 0.50% on the next $1,000,000, and 0.25% above $3,000,000. For financial planning clients there is no extra charge for investment management.