Financial Advisor Packages & Pricing
It is our goal to provide you with flexible options to receive financial planning and/or investment management services. We provide financial planning on an ongoing or one-time basis, and believe this flexibility allows you to receive the highest level of service while fitting your individual needs.
Retainer Financial Planning – On-Going Service
We believe that our best work is done for clients that we work with on an ongoing basis. Retainer services include:
- Initial development of Comprehensive Financial Plan (3-4 meetings up front)
- Assist with implementing recommendations and action items
- Update, monitor, and modify financial plan as needed (2-4 meetings per year)
- Investment Management Services available for additional separate fee
Retainer financial planning fees are $1,000 upfront followed by a monthly subscription of $100-200 per month depending on the complexity of your situation.
Please note that we only accept 1 new Retainer Service client per month. Contact us to inquire about current schedule.
Real Time Financial Planning – One-Time Service
We understand that some clients just have a few questions they want to get answered, and don’t need (or want) an on-going relationship with a financial planner. We offer Real Time Financial Planning services, which is a one-time service offering in which we cover 1-2 main financial planning topics.
Real Time Planning Sessions Include:
- 90 minute Skype meeting
- E-mail follow-up with action items
- Click here for common questions that clients have
We are happy to work with you whether you have just a few questions, or dozens! Pricing for Real Time Financial Planning is $400/session.
Investment Management Fees
We believe investment management costs should be transparent. Our fees are deducted quarterly from your investment accounts, so you know exactly how much you’re paying in fees. No hidden commissions or sales fees – just total transparency. Please note that because we want to work with clients that focus on living their great life, not just on investment returns, therefore Investment Management services are online available to Retainer Financial Planning clients.
Annual Fee Percentage
|$0 – $500,000||1.00%|
|$500,001 – $1,000,000||0.90%|
|$1,000,001 – $2,500,000||0.75%|
This fee includes all services provide by Serenity Financial Consulting. Mutual fund expenses are in addition to this fee and range between .3% and .4%, which is significantly lower than the industry average.
Ready to Get Started?
To get started, all you have to do is Click Here to schedule your complimentary “Get Acquainted” meeting. We have offices located in Bozeman Montana and Milwaukee Wisconsin, and are happy to meet with clients virtually by video conference or phone. You can select the location and time that works best for your busy schedule!