Viable Planning offers financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. Viable manages investments on a discretionary basis, allocating client assets primarily among Exchange Traded Funds (ETFs) but may also use mutual funds, equities, and bonds. Financial planning covers investments, insurance, education funding, cash flow, estate, tax, and retirement. Viable also provides retirement plan consulting services to plan fiduciaries.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Viable may charge a higher or lower investment management fee based upon certain criteria, e.g., anticipated future assets placed under management, amount of assets to be managed, additional services provided, related accounts, account composition, or as negotiated by the client.