Beyond Financial Planning (BFPL) offers investment management and financial planning services. For investment management, BFPL assesses your goals, risk tolerance, and time horizon to develop investment strategies and manage your portfolio. BFPL also offers financial planning, including retirement income advice, risk management, tax reduction, and social security and Medicare planning. BFPL also provides workshops to federal employees in the DC area.
Assets Under Management$50M
Clients48
Advisors1
Avg. per Client$1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. BFPL pays Pontera a 0.25% annual fee for providing a third-party platform to facilitate management of held away assets; this fee is not passed through to the Client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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