Asset Achievers, LLC provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, retirement, risk management, investments, college planning, taxes, and estate planning. Investment management is offered alongside financial planning and includes ongoing supervision of investment portfolios. Asset Achievers generally employs long-term buy-and-hold passive investment strategies.
Fee Structure
Asset Achievers manages investments as part of their financial planning service. The annual investment management fee is a maximum of 1.00% of your portfolio for assets over $400,000. The first $400,000 of assets are included in the financial planning fee. Fees are deducted from your account quarterly. The investment management fee is negotiable.