MINIMUM RELATIONSHIP SIZE
There are no minimums when utilizing inStream proactive financial planning as a stand-alone service.
When investment management services are desired, there is a minimum initial investment of $125,000 per Strategy:FOCO client household. This minimum can be met via transfer of existing accounts or with new funds. A client household may generally include accounts for a head of household, a significant other, dependents, and any controlled organizations or entities. inStream proactive financial planning is then included at no additional cost.
ANNUAL FEE
inStream proactive financial planning as a stand-alone service: $1,250/year or $125/month
Assets Under Management |
Fee as a % of AUM |
$125,000 - $249,999 |
1.00% |
$250,000 - $499,999 |
0.90% |
$500,000 - $999,999 |
0.80% |
$1,000,000 - $1,999,999 |
0.65% |
$2,000,000 or more |
0.50% |
TAX PREPARATION
S
trategy:F
OC
O clients are eligible for a 50% or 100% discount on income tax preparation services offered through
Fort Collins Tax Service, LLC. This discount applies to the base cost for return preparation as well as Schedules B & D. More details can be found
here.