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 hourly basis, and believe this flexibility allows you to receive the highest level of service while fitting your individual needs.
Retainer Financial Planning
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
The fee for Retainer Financial Planning is based a percentage of Net Worth added to a percentage of Income (AGI) calculated annually as follows:
Annual Fee Percentage |
|
|---|---|
| Household Net Worth from $0 – $2,500,000 | 0.50% |
| Household Net Worth above $2,500,000 | 0.25% |
| Income (AGI) | 1.00% |
The minimum fee is $2,400/year for Retainer Financial Planning, and can be paid monthly or quarterly. This fee includes ongoing, comprehensive financial planning and investment management services.
Hourly Financial Planning
For clients that do not want to work with a financial planner on an ongoing basis, we provide financial planning services on an hourly basis. Hourly services are available for $180/hour. A quote for the number of hours financial planning will take is given during the Get Acquainted meeting, so there won’t be any surprises as to the total cost.
Examples of Common Packages Requested:
- Comprehensive Financial Plan: 15 – 20 hours
- Retirement Projection: 3 – 4 hours
- Portfolio Review & Investment Recommendations: 4 – 5 hours
We are happy to work with you whether you have just a few questions, or dozens!
Investment Management
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.
Account Balance |
Annual Fee Percentage |
|---|---|
| $0 – $500,000 | 1.00% |
| $500,001 – $1,000,000 | 0.90% |
| $1,000,001 – $2,500,000 | 0.75% |
| $2,500,001+ | 0.50% |
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!