Foliage Financial Planning offers investment management and comprehensive financial planning services. Foliage Financial Planning helps clients define their financial goals, evaluates net worth and cash flow, and designs retirement strategies, tax reduction plans, and estate preservation methods. In addition to direct portfolio management, Foliage Financial Planning provides access to third-party investment platforms such as Orion Portfolio Solutions and SEI Managed Accounts Solutions. The firm is owned and operated by Chelly Joseph, who also maintains outside business activities as a registered representative and insurance agent.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable.