Tailored Financial Planning provides investment management and financial planning services to individuals, high net-worth individuals, and businesses. The firm offers ongoing and project-based financial planning, retirement plan consulting, and educational seminars. Tailored Financial Planning primarily invests in stocks, bonds, mutual funds, and ETFs. The firm may recommend third-party investment advisors.
Assets Under Management$3.5M
Clients5
Advisors1
Avg. per Client$700K
Avg. per Advisor$3.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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