Allysian Wealth Planning provides personalized investment management and financial planning services for individuals and high-net-worth clients. Allysian Wealth Planning builds custom portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also recommend independent investment managers. In addition to portfolio management, Allysian Wealth Planning offers ongoing and project-based financial planning covering retirement, tax strategies, estate planning, cash flow, employee benefits, and business consulting. The firm operates as a fee-only practice, meaning compensation comes solely from client fees without commissions on product sales. Allysian Wealth Planning does not impose an account minimum, making services accessible to clients at various wealth stages.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated for fee calculation. Combined advisory fees will not exceed 2%.