2nd Story Wealth Planners provides financial planning and investment management services. Financial planning includes business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management is offered to financial planning clients and involves creating and managing a portfolio based on the client's goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
This fee schedule applies to clients who engage in Project-Based or Hourly Financial Planning Services. For clients with Ongoing Financial Planning, the investment management fee is waived for assets under management up to $400,000. Once a client reaches the threshold of $400,000 of assets under management, the annual asset-based fee is 0.75%.
