PharmD Financial Planning offers investment management using outside managers, ongoing comprehensive financial planning, and hourly financial planning. For investment management, they help clients select an allocation model and interact with the outside manager. Ongoing planning involves working one-on-one with a planner to develop and implement a financial plan. Hourly planning covers topics like retirement, risk management, and college savings.
Fee Structure
PharmD Financial Planning offers investment management through outside managers. Clients pay a fixed annual fee of $12,000, paid quarterly. This fee does not include the outside manager's fee, which ranges from 0.00% to 1.2% of the portfolio value. Clients with no investable assets for PharmD Financial Planning to manage will still pay the $12,000 fixed fee.