Comprehensive Financial Planning Fee Structure
Initial financial planning fee is $3,000. This is a one-time fee. F5FP charges an annual fee for our services.
The schedule for fees is as follows:
- Fees are set annually based on client investable assets as of December 31st of the previous year.
- Clients move to the subsequent “step” on the above schedule when their investable assets reach the next break point on the schedule.
F5FP believes that this structure is superior to other fee structures as:
- Clients are free to approach F5FP on any financial related issue without concern regarding incremental charges.
- As investable assets climb beyond the $1M level, the incremental fees F5FP charges are significantly reduced.
F5 Financial's Fee Structure
| Investable Assets | Annual Fee |
|---|---|
| <$600,000 | $5,000 |
| $600,000 - $700,000 | $6,000 |
| $700,000 - $800,000 | $7,000 |
| $800,000 - $900,000 | $8,000 |
| $900,000 - $1,000,000 | $9,000 |
| $1,000,000 - $1,200,000 | $10,500 |
| $1,200,000 - $1,400,000 | $12,000 |
| $1,400,000 - $1,600,000 | $13,500 |
| $1,600,000 - $1,800,000 | $15,000 |
| $1,800,000 - $2,000,000 | $16,500 |
| $2,000,000 - $2,500,000 | $19,000 |
| $2,500,000 - $3,000,000 | $21,500 |
| $3,000,000 - $3,500,000 | $24,000 |
| >$3,500,000 | negotiable |