Common Cents Fp

Fee-Only (% of Portfolio)Fixed/Hourly

Common Cents FP provides investment management by determining your financial goals, risk tolerance, and time horizon. They also offer financial planning services, including full financial plans and consultations on specific financial topics. When appropriate, Common Cents FP may hire sub-advisors to manage client assets.

Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.20%
$1M+1.00%

Fees are negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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