Entirement Financial Planning (EFP) provides investment management and financial planning services. EFP works with clients to establish financial goals and values, then creates a plan covering areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. EFP may recommend third-party professionals, but clients are not obligated to use them. EFP does not receive compensation from these third parties.
Assets Under Management$3.8M
Clients7
Advisors1
Avg. per Client$550K
Avg. per Advisor$3.8M
entirementfinancialplanning.com ·www.facebook.com/profile.php?id=61559787122185 ·www.linkedin.com/company/entirement-financial-p...
Fee Structure
Planning is included in investment management (also available separately)
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 $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...