TEAM Financial Planning offers investment management services where they manage client funds based on individual needs, creating and managing portfolios based on investment policy and allocation targets. They also offer financial planning services, which include evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. Financial planning is offered on an ongoing or project basis.
Assets Under Management$450K
Clients1
Advisors1
Avg. per Client$450K
Avg. per Advisor$450K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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