Albility Planning, operating under Withers Wealth Advisory LLC, provides financial planning and investment management services. They work with clients to develop financial plans based on their goals, covering areas like net worth, cash flow, retirement, and estate planning. They also offer special needs group coaching and hourly planning for specific questions. Investment management involves managing tailored portfolios, with a preference for discretionary management.
Fee Structure
Albility Planning offers investment management services, with fees based on the value of your investments.
If you also use their ongoing financial planning services, the annual advisory fee is the greater of $6,000 or 1% of your investments, up to a maximum annual fee of $10,000.
If you only use investment management, the annual fee is 1% of your investments, up to a maximum annual fee of $10,000.