Someday Advisors offers financial planning advice on topics like cash flow, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. The firm conducts an initial interview to understand your situation, goals, and needs. They manage portfolios on a non-discretionary basis, meaning they discuss and agree on any adjustments with you before making changes.
Fee Structure
Someday Advisors offers Comprehensive Wealth Management Services that include investment portfolio management. The fee for this service ranges from $9,000 to $70,000 per year, based on the complexity of your needs and situation. The fee will be determined by factors such as the number of household members, the amount of financial planning required, the number, type, and size of accounts, life stage, business interests, real estate ownership, and trust arrangements. The portion of the fixed fee designated for managing your investment portfolio will not exceed 2% per year of the assets they manage.