Belle Eve Financial offers financial planning services, including retirement planning, college savings, cash flow and debt management, estate planning, and insurance. Belle Eve provides ongoing support through its Financial Planning Program, which includes portfolio rebalancing, annual financial projection updates, and semi-annual meetings. Belle Eve does not manage client assets, but provides recommendations.
Fee Structure
Belle Eve Financial offers an ongoing Financial Planning Program with fees ranging from $500 to $1500 per month or $1500 to $4500 per quarter, depending on your net worth. This includes portfolio rebalancing, annual financial projection updates, semi-annual update meetings, ongoing financial planning advice, and access to portfolio aggregation and financial planning applications.
- Initial comprehensive financial plan - A one-time fee up to $6,000, depending on complexity.
- Hourly consultation - $350 per hour for specific questions or issues.
