Willow Financial provides wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. Willow acts as a fiduciary, prioritizing client interests. Wealth management includes investment management using ETFs or mutual funds, and financial planning covers areas like retirement, savings, and education. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Fee Structure
Willow Financial offers wealth management services for a fee, paid quarterly in advance. The annual fee ranges from $5,000 to $40,000, determined by the complexity of the client's needs. The scope of work may include advice and analysis for financial forecasting, portfolio management, tax efficiency, work benefits, insurance, business planning, estate mapping, investing strategy, income distribution, and risk tolerance. Fees may be negotiable.