Servant's Heart Financial Planning offers personalized investment management and financial planning services to individuals and high net worth individuals. The firm creates customized portfolios using stocks, bonds, mutual funds, and exchange-traded funds, and provides ongoing financial planning as part of its investment management services at no additional fee. Clients can also engage the firm for standalone project-based financial planning or ongoing financial planning. Servant's Heart Financial Planning operates as a fee-only registered investment advisor, meaning compensation comes solely from client fees rather than commissions or product sales. The firm emphasizes a fiduciary standard of putting client interests first and tailors its strategies to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Servant's Heart Financial Planning charges a flat annual fee of up to $7,500 for investment management, rather than a percentage of assets under management. Financial planning is included at no additional cost.