Cadenza Financial Planning LLC is a virtual advisory firm offering investment management and financial planning services. They tailor their advice to each client's financial situation, preferences, and long-term objectives. Services include retirement planning, cash-flow analysis, insurance evaluation, tax-planning strategies, college savings projections, employee benefits optimization, and business planning. They work with individuals, high-net-worth individuals, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K+ | 0.75% |
Clients can bundle investment management with ongoing financial planning for a different fee schedule: 1.50% on the first $250,000, 1.35% on $250,001-$500,000, and 1.25% on amounts over $500,001. Under this arrangement, the ongoing financial planning fees are included, and the upfront planning fee is waived.