School of Personal Finance (SPF) provides investment management and financial planning services. SPF creates investment strategies tailored to each client's goals and risk tolerance, primarily using exchange-traded funds and mutual funds. SPF also offers ongoing financial planning under a fixed monthly fee arrangement, and hourly project-based financial planning. Some clients with investment management services may receive ongoing financial planning at no additional cost.
Assets Under Management$29M
Clients32
Advisors1
Avg. per Client$900K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees for 403(b) accounts are: $1-$500K: 0.90%, $500,001-$1M: 0.75%, $1M+: 0.60%. When an account reaches a higher asset threshold, the lower fee rate applies to the entire account balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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