Contemporary Financial Planning offers investment management services, creating tailored portfolios based on clients' individual needs and goals. They also provide financial planning services, including divorce financial planning, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered as a one-time engagement or ongoing service.
Assets Under Management$39M
Clients45
Advisors1
Avg. per Client$870K
Avg. per Advisor$39M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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