TEAM Financial Planning is a registered investment advisor located in Union, New Jersey, founded in January 2023 by Sunsierre Atkinson. The firm offers comprehensive services including ongoing investment management, continuous ongoing financial planning, project-based financial planning, and retirement plan consulting for employers. TEAM Financial Planning creates personalized portfolios based on each client's goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, exchange-traded funds, government securities, and cash equivalents. The firm also accommodates socially responsible investing and Environmental, Social, and Governance preferences upon request. TEAM Financial Planning operates as a fee-only firm, meaning compensation comes solely from client fees without commissions or product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.