Of course financial planning is a part of the Financial Planning Fort Collins process, but what is it exactly? I’ll explain what goes into creating, implementing — and maintaining — a financial plan....
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and more, let’s go back to basics....
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page....
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun intended — when it comes to alternative investment strategies....
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....
| Assets Under Management (AUM) | Annual fee as a % of AUM or flat-dollar |
|---|---|
| $0 - $249,999 | (See Invest:FOCO) |
| $250,000 - $499,999 | 0.90% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000 - $1,999,999 | 0.65% |
| $2,000,000 - $2,999,999 | 0.50% |
| $3,000,000 - $3,999,999 | $15,000 |
| $4,000,000 - $4,999,999 | $20,000 |
| $5,000,000 or more | $25,000 + $2,000 per additional $1mm |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $100,000 - $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% |
| Assets Under Management | Fee as a % of AUM |
|---|---|
| $100,000 - $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% |
| 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% |
| 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% |
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| Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
|---|---|
| $0 - $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 - $2,999,999 | 0.50% |
| $3,000,000 - $3,999,999 | $15,000 |
| $4,000,000 - $4,999,999 | $20,000 |
| $5,000,000 or more | $25,000 + $2,000 per additional $1mm |
| Annual Fee | Investable Net Worth (INW) |
|---|---|
| $4,000 (minimum for an individual) | Up to $500,000 |
| $6,000 (minimum for couples) | Up to $1,000,000 |
| $8,000 | Up to $1,500,000 |
| $10,000 | Up to $2,000,000 |
| $11,000 | Up to $2,500,000 |
| $12,000 | Up to $3,000,000 |
| + $1,000 | per additional $1,000,000 of INW |
| Annual Fee | Net Worth (NW) |
|---|---|
| $6,000 (minimum for an individual) | Up to $1,000,000 |
| $8,000 (minimum for couples) | Up to $1,500,000 |
| $10,000 | Up to $2,000,000 |
| $12,000 | Up to $3,000,000 |
| + $1,000 | per additional $1,000,000 of NW |