Baskin Financial Planning LLC provides personalized investment management and financial planning services. For investment management, the firm builds and oversees globally diversified portfolios using index funds and exchange-traded funds based on Modern Portfolio Theory, operating with the authority to make trades without asking first. In addition to investment management, Baskin Financial Planning offers ongoing comprehensive financial planning and project-based financial planning covering areas such as retirement planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are pro-rated and paid monthly in arrears based on the average daily balance. Fees are negotiable and may be waived or reduced if the client also pays for ongoing comprehensive financial planning.
