Off-Trail Financial offers comprehensive financial planning and investment management through annual engagements. Services include financial plan design, cash flow analysis, retirement and tax projections, estate planning coordination, insurance needs analysis, and discretionary investment management. The firm uses a complexity-based pricing structure with two tiers (Essential and Comprehensive) reflecting the time and expertise required for each client's financial situation. All clients receive the same suite of services regardless of tier.
Assets Under Management$9M
Clients21
Advisors1
Avg. per Client$430K
Avg. per Advisor$9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
There is also a reduced advisory fee of 0.25% annually on alternative investment assets. ERISA retirement accounts are charged the same investment management fees as all other accounts under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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