PeaceLink Financial Planning (PLFP) offers ongoing financial planning and investment management through its Wealth Builder and Wealth Scaler programs. PLFP works with clients to create personalized investment plans based on their goals and risk tolerance. In addition to investment management, clients receive ongoing financial planning services covering topics like cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. PLFP also offers project-based financial planning for clients with specific needs, as well as graduate planning services. PLFP may utilize XY Investment Solutions as a sub-advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. This schedule is for Investment Management Only. Wealth Scaler clients have a different fee schedule. XYIS sub-advisory fees are additional.