Baskin Financial Planning provides investment management services, creating and managing portfolios based on clients' individual needs and goals. They also offer ongoing comprehensive financial planning, covering areas like net worth, cash flow, insurance, retirement, investments, college, and estate planning. Additionally, they provide project-based financial planning on topics such as retirement, risk management, and college savings.
Assets Under Management$29M
Clients52
Advisors1
Avg. per Client$560K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee is negotiable in certain cases. At the sole discretion of BFP, this fee may be waived or reduced based on the fees being paid for ongoing comprehensive financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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