Treasure Valley Financial Planning
Treasure Valley Financial Planning manages personalized investment portfolios and provides ongoing financial planning services for individuals and high-net-worth clients. Founded in 2020 and based in Meridian, Idaho, Treasure Valley Financial Planning focuses on building diversified, passive investment portfolios tailored to each client's risk tolerance and tax considerations. The firm's financial planning covers key areas such as retirement planning, estate planning strategies, tax planning, and wealth protection. Treasure Valley Financial Planning also assists clients with specialized services, including third-party manager selection and fee-based annuity reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee-based annuities are charged a fixed 1.00% annual fee. Financial planning is included at no extra cost for clients with over $1,000,000 in assets.