Grit and Lavender Financial Planning offers personalized financial guidance and investment management for individuals and families. The firm builds customized investment portfolios based on client goals, risk tolerance, and time horizon, utilizing stocks, bonds, mutual funds, and exchange-traded funds. Clients can choose from several service options, including standalone investment management, comprehensive wealth management that pairs portfolio supervision with ongoing financial planning, collaborative financial coaching, or one-time project-based planning. The firm takes a passive investment approach, focusing on broad market diversification and low-cost funds. For clients with at least $1,000,000 invested through Grit and Lavender Financial Planning, financial planning and certain third-party management fees may be included at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
Fees are negotiable. For accounts with $1,000,000 or more, financial planning may be included at no additional charge.