Paraclete Life Planning focuses on life insurance, disability insurance, and goal-based investing, all within a comprehensive financial plan. As a registered investment advisor, Paraclete Life Planning acts in your best interest. The firm constructs plans and guidance consistent with your individual financial and tax status and risk/reward objectives. Planning may be comprehensive or segmented, focusing on investments, insurance, taxes, and/or estate plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.25% |
| $1M+ | 0.15% |
AUM % fee falls away once the period of retirement is reached. Fees are situationally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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