What does AUM mean — and how are financial planning fees based on assets under management calculated? Learn the difference between flat-fee and AUM-based pricing, and what makes a flat fee not only less complicated but also potentially easier to understand in terms of value....
Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the different types available and learn how a life insurance policy could offer you peace of...
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your options — and how each could affect your retirement savings....
Now that the U.S. Federal Reserve has lowered the federal funds rate from 2.5% to 2.25%, what does the cut mean for your investments, savings, and borrowing? And is another recession on its way? Find out what the interest rate change could mean for you....
What does “comprehensive services” mean? It depends on the financial planner. Let me explain what’s included in the comprehensive services package I offer new clients here at Financial Planning Fort Collins....
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS....
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn what you should consider on your path to retirement and how your decisions could impact...
With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best of a situation in which you have to carry a balance — or avoid credit...
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation and begin planning for the rest of 2019. Learn about the history of taxes in...
Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about coverage options and the value of protecting your income through accident and sickness insurance....
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |