Fees
Estimated hours:
6-12 @ $400/hr
Phase 1
Intake & Discovery Account statement gathering, cost-basis collection, and identifying risk tolerance.
Estimated 1.0 to 2.0 hours
Phase 2
Quantitative Analysis Asset allocation and portfolio diversification analysis
Estimated 1.0 to 2.5 hours
Phase 3
Investment Research Individual fund/stock audit (expense ratio evaluation, share class checks, performance consistency, and managerial risk).
Estimated 2.0 to 3.5 hours
Phase 4
Recommendation Plan Crafting the step-by-step realignment guide, tax-efficient location plan, and specific buy/sell/hold list.
Estimated 1.0 to 2.5 hours
Phase 5
Client Presentation 60-to-90-minute virtual presentation walk-through to review findings and answer questions.
Estimated 1.0 to 1.5 hours
Actual Fees
Following a review of your data, and the hours required, we will agree to a maximum fee.
If I work less than the estimated hours, I will charge less. If I work more than the estimated hours, I will charge only the maximum that was agreed to.
Payment Terms
50% upfront and the balance when the project is completed. Payments can be made via Paypal, Venmo or Zelle.
Credit Clause
If you would like to transition to a Fee Only Wealth Management relationship including Fee Only Financial Planning and Investment Management, and you choose to transition your assets into Financial Freedom LLC’s ongoing Wealth Management Retainer Program, within 60 days of the review, 100% of the portfolio review fee is applied toward your initial management fees.