Sustainable Financial Planning LLC (SFP) manages investment portfolios and provides financial planning services. SFP offers investment management based on individual client needs and goals. They also provide hourly/project-based financial planning and ongoing comprehensive financial planning covering areas like retirement, risk management, college savings, and debt management. SFP primarily uses passive investment management strategies.
Assets Under Management$15M
Clients17
Advisors1
Avg. per Client$900K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Minimum annual fee of $1,500. The minimum fee charged to the client for asset management services will not exceed 3% of the client’s total assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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