Slipstream Wealth Planning offers comprehensive financial planning and investment management services for individuals, high net worth individuals, and families. Every client receives comprehensive financial planning as part of their relationship with Slipstream Wealth Planning, covering areas such as financial goal setting, cash flow and debt management, retirement planning, tax planning, insurance and risk management, estate planning, college savings, equity compensation, and charitable giving. Clients can also choose to add investment management services for their portfolios. Slipstream Wealth Planning constructs diversified portfolios primarily using low-cost exchange-traded funds, mutual funds, individual stocks, and bonds, operating legally as a registered investment advisor required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K+ | 0.50% |
Investment management for the first $500,000 is included in the fixed financial planning fee. Assets exceeding $500,000 are charged an annual fee of 0.50%.