Entirement Financial Planning manages investment portfolios and provides personalized financial planning for individuals and families. The firm offers wealth management services that combine investment management with financial planning at no extra cost, as well as standalone ongoing or project-based financial planning. Entirement Financial Planning builds tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also recommend third-party money managers. The firm specializes in comprehensive financial planning covering retirement, cash flow, taxes, estate planning, insurance, employee benefits, and business planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $450K | 1.60% |
| $450K - $750K | 1.40% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Financial planning is included at no additional fee.