LGBTQ Wealth Planning LLC provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management is included with ongoing financial planning. LGBTQWP tailors its services to each client's needs and allows reasonable restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Investment management is included with LGBTQ Wealth Planning's ongoing financial planning services, it is not available as a standalone service. The ongoing financial planning fees are:
Individual Pricing:
- Annual Flat Fee: $4,800 (minimum)
- Equity Compensation or Business Owner: $6,000
- $1,000,000 + Net Worth: $9,600
Couples Pricing:
- Annual Flat Fee: $6,000 (minimum)
- Equity Compensation or Business Owner: $7,200
- $1,000,000 + Net Worth: $12,000
Loading...