Three Sheep Wealth Management provides financial planning advice on topics like cash flow, education funding, retirement, and estate planning. The firm also manages investment portfolios. They conduct an initial interview to discuss your situation and goals, and will disclose any conflicts of interest. If you choose to work with them, you'll sign an agreement and provide financial documents for analysis. Financial planning is tailored to your needs and is an ongoing process. The firm also offers periodic educational workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth management services combine financial planning and portfolio management. Subject to a $6,400 minimum annual fee that is paid quarterly. For the benefit of discounting our wealth management fee, we will aggregate accounts for the same household.