Financial Planning Fees
The Whole Shebang
Pricing at Leamnson Capital is designed to be flexible. Everyone has different needs.
If you are a young professional in the accumulation phase of wealth building, you probably don’t need investment management.
As your assets grow, you can always add investment management services.
Then again, you may want to manage your own investments. That’s fine too.
You decide how much help you want and need.
There are three financial planning options – free, project-based, and comprehensive (see pricing table below).
The free option is a self-guided plan. The project-based and comprehensive plans involve a collaborative effort in which we work together to develop your plan.
Investment management is not required for financial planning services.
If you’re approaching or already in retirement, your goal may be to determine if you have enough money to provide the income you desire.
Or, maybe you want to know if the money you’ve saved will last given a long life expectancy.
Perhaps you’re looking to see how your portfolio holds up in severe adverse market conditions.
Wherever you find yourself, I’m confident one of the financial planning options below can meet your needs.
The simple solutions that come from your financial plan will provide the lasting results you seek.
Not looking for financial planning
On the other hand, you may be tired of managing your own investments and want to turn them over to a professional.
If that’s the case, the investment management solution is a great option.
Financial planning is not required for investment management (see the investment management fees listed below).
Wherever you find yourself, I hope you’ll consider working with me to help find solutions that make sense.
Investment Management Fees
First $1,000,000 – 1.00%
Second $1,000,000 – 0.75%
Next $1,000,000 – 0.55%
Next $2,000,000 – 0.45%
Over $5,000,000 – 0.35%
Mutual Fund Fees
0.13% – 0.25%
Mutual funds – $9.95
Stocks/ETF – $9.95
Before moving forward, it’s important to decide if we are a good fit to work together. If you haven’t already done so, please go to the Work With Me page to learn more about the process.
Go to my online calendar to schedule a short, no-obligation introductory call.
I look forward to talking with you soon!