Without Investment Management
Profile:
You’re looking for a holistic, step-by-step approach to clarify, simplify, and organize your financial life according to your goals and values.
Services:
Goal-setting work to help us determine what you’re really working towards financially.
A financial plan that covers:
A client onboarding and goal setting meeting and 4 recommendations meetings per year, conducted in-person or virtually.
Fee:
One-Time, Onboarding Fee of $1500 for individuals, and $2000 for families of 2 or more, plus an Annual Subscription Fee, billed quarterly at $1200/quarter.
With Investment Management
Profile:
You seek professional investment knowledge and expertise to manage your investments at a low cost, and in accordance with your financial goals.
Services:
All financial planning services described to the left, plus ongoing investment management services on some or all of your investment or retirement accounts, which includes
All investment accounts are periodically rebalanced. Socially Responsible Investments are available by request.
Fee:
Up to $1 million in investible assets: 0.75% annual management fee.
Amounts over $1 million in investible assets: 0.5% annual management fee.
Asset Management Minimum:
In order to provide the high level of financial planning services to
investment management clients as we do to those paying a
quarterly fee for our services, Sustain Financial Inc. requires new
clients to have a minimum of $500,000 in investible assets in order
to engage in our services in this way.
We’re members of the following organizations – all of which are working hard to make Fiduciary Financial Planning the standard for our industry
