Financial Thinking Partner offers wealth management services that combine ongoing investment portfolio management and personalized financial planning. Douglas W. Aumont leads the firm as a Certified Financial Planner. Financial Thinking Partner builds custom portfolios using a mix of passive index strategies, tactical active management, and income-generating exchange-traded funds. The firm provides financial planning on topics such as retirement projections, cash flow and budgeting, tax strategies, employee benefits, education funding, risk management, Social Security optimization, Medicare reviews, and estate planning. Financial Thinking Partner serves individuals and high-net-worth households.
Fee Structure
Financial Thinking Partner charges a flat annual fee for investment management rather than a percentage of your portfolio. The annual rates are:
- Households of two persons (couples) — $12,000 per year
- Individuals — $10,500 per year
This fee is billed quarterly in advance ($3,000 per quarter for couples; $2,625 per quarter for individuals). For situations of unusual complexity, the firm may quote a higher flat fee. Financial Thinking Partner evaluates fees before engagement to ensure the flat fee does not exceed approximately 2% of your investable assets.