Gutman Financial Planning provides financial planning and investment advisory services to individuals and families. Services include evaluation of financial status, cash flow, risk management, education, retirement, estate, and tax planning, as well as asset allocation and investment selection. Gutman Financial Planning employs a long-term buy-and-hold investment strategy using low-fee indexed ETFs and mutual funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
AUM fee will be assessed based on the value of the assets at the close of the final day of the payment period. If the agreement did not contain a full quarter of service, the charge will be prorated for the portion of the quarter that services were provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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