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.
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%|
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