Tech Financial Planning (TechFP) is a fee-only registered investment advisor. TechFP offers investment management services using a sub-advisor, ongoing financial planning, project-based financial planning, and educational seminars. TechFP may recommend third-party professionals, but clients are not obligated to use them. TechFP tailors its services to meet individual client needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The above fee schedule includes the sub-advisor's fee. There is a minimum annual fee of $6,000 per couple or $5,000 per individual. If a client’s assets under management fee is less than the minimum annual fee, they will pay the minimum annual fee either monthly or quarterly. If a client’s assets under management fee is greater than the minimum annual fee, they will pay the asset management fee.