Assist Financial Planning manages investment portfolios based on clients' individual needs and goals. Assist FP also offers project-based financial planning on topics like retirement, risk management, college savings, and estate planning. They also provide ongoing comprehensive financial planning for a monthly fee, which includes plan development, implementation, monitoring, and annual reviews.
Assets Under Management$460K
Clients5
Advisors1
Avg. per Client$93K
Avg. per Advisor$460K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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