Stakeholder Enterprise

Stakeholder Enterprise offers two monthly monitoring services:

• Retail Monitoring Service: $49/month or $499/year, includes quarterly advisor monitoring, quarterly meetings, and semi-annual recommendations.
• Absolute Monitoring Service: $249/month, includes monthly advisor monitoring, monthly meetings, and unlimited financial plans (one at a time).

• On Demand Income Plan (ODIP): $199, includes an online financial literacy course, an online income strategy course, a video library, custom recommendations, a money management client portal, and one 30-minute implementation meeting.
• Enhanced On Demand Income Plan: $349 (requires ODIP), includes everything in the ODIP plus two additional 30-minute advisor meetings and unlimited email support for the first month.
• The Crowd Investor Plan: $499, includes everything in the ODIP plus an online crowd investor course, a video library detailing real estate and alternative crowdfunding platforms, and one 45-minute implementation meeting.
• The Angel Investor Plan: $599, includes everything in the Crowd Investor Plan plus an online angel investor course, a video library detailing angel investing and equity crowdfunding platforms, and one-hour implementation meeting.
• Financial Plan Service: $699 (available only after purchasing one of the above plans), includes an online financial literacy course, an online income strategy course, and a choice of one plan (Retirement, Education Savings, Large Purchase, Income Property, or Estate Planning), two 30-minute plan meetings, and two 15-minute plan checkup meetings. Additional plans are $299 each.
• Hourly fee of $150 may be applied to plans that require extraordinary time.