Sow and Reap Financial LLC offers ongoing investment management and financial planning, as well as project-based financial planning. For ongoing service, they tailor investment and financial plans based on your individual needs, using mutual funds and ETFs. They help define savings goals and track progress. For project-based planning, they address specific financial questions or issues. Sow and Reap Financial LLC does not offer advice on individual stocks or individual bonds except to assist clients in liquidating a concentrated position that represents a large portion of their asset base.
Fee Structure
Sow and Reap Financial LLC offers investment management as part of their ongoing comprehensive financial planning service. The annual fee is based on your net worth:
- 0.64% on the first $2 million
- 0.24% on the next $8 million
- 0.20% on the next $40 million
- 0.15% on anything above $50 million
There is a $5,000 minimum annual fee. This fee includes both financial planning and investment management.