Bookends Financial Planning provides investment advice and financial planning to clients. They develop personalized investment policies based on client goals, risk tolerance, and time horizons. They manage portfolios on a discretionary and non-discretionary basis. Financial planning services include a comprehensive evaluation of a client's current and future financial state, covering personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$290M
Clients505
Advisors6
Avg. per Client$570K
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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