Plentiful Wealth manages investment portfolios and provides holistic financial planning for individuals, high-net-worth clients, and non-profit organizations. Plentiful Wealth helps clients establish goals around money, analyzing net worth, cash flow, insurance, employee benefits, retirement, college savings, taxes, and estate planning. Clients receive a financial summary with specific recommendations and meet one to twice a year for plan updates, quarterly rebalancing, tax reviews, and benefit reviews. Plentiful Wealth also offers outsourced investment management for non-profits and retirement plan consulting for employers. The firm is led by founder Jeb Jarrell, a Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1M+ | 1.50% |
Fees are negotiable and paid monthly in arrears. Non-profit investment management is charged a flat fee of 0.25%.