Get savvy with your strategy.
Never overpay the IRS.
Get savvy with your strategy.
Never overpay the IRS.
Comprehensive Services includes income tax return preparation with tax account monitoring.
2022 tax season has started! Please read the information below.
With very limited exceptions, we will only prepare tax returns for Comprehensive Services clients of Financial Planning Fort Collins.
All clients should complete the form below. If you don’t know the access code, please email or call and we will provide it to you. If you are a Comprehensive Services client and someone else will prepare your tax return, please complete the form to let us know. We will provide you with a helpful letter, outlining the documents you should expect from the accounts that we manage for you as well as the tax strategies we implemented during the tax year.
If you will have us prepare your tax return, here’s what you can expect:
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 |
Annualized Flat Fee | Net Worth (NW) |
---|---|
$6,000 (our minimum fee) | Up to $1,000,000 |
$8,000 | 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 |
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% |