Think Different Financial Planning provides wealth management, which includes investment management and financial planning. They develop investment plans based on clients' individual needs and manage portfolios using primarily open-end mutual funds and exchange-traded funds. They also offer ongoing comprehensive financial planning and project-based financial planning services. TDFP may recommend third-party money managers.
Fee Structure
Think Different Financial Planning charges a flat annual fee of $15,000, paid quarterly in advance, for wealth management services. This fee is not tied to the value of your investment portfolio. If TDFP uses a third-party manager, GeoWealth Management, the $1,500 annual fee is included in the $15,000 fee. For accounts using customized index portfolios built by SmartHarvest or Aperio, clients are charged an additional annual asset-based fee of 0.20%. There is a $250,000 minimum to use these customized portfolios. Fees may be negotiable.
