Building a Roadmap
Hiring, or changing, advisors is a big deal. You took your time, did some research, and now recognize some of the advantages of working with Investment Planning Advisors. You might be surprised how many people read our blogs and website and call us to ’open accounts’. But we recognize most people want to try us on first. And quite frankly, we are not a fit for everyone. And that’s literally why we created the Building a Roadmap process. It has a known cost, with a known deliverable. And, because most new clients who hire us for this learn enough to hire us for ongoing Investment Advisory Services, we make it extremely affordable.
A cost range from $750 – $3,000 depending on complexity of your plan. You will have a definitive price after our introductory meeting so that you can move forward with no surprises.
We call this our Building a Roadmap service. Here’s how it works:
- Are you on the right path to accomplish your goals?
- Are you on track to retire when you want to?
We address the above questions and many more in our Flat Fee planning process. We will take you through a two-meeting process that brings together all aspects of your financial life: savings need, debt management, retirement, education, survivorship, taxation, estate planning, etc. This is an opportunity for you to experience Investment Planning Advisor’s high-level planning process with a minimal obligation.
Investment Advisory Services
Our fee schedule for ongoing investment advisory services is charged on the weighted average of assets as follows:
|Total Portfolio||Annual Advisory Fee|
|$0 – $100,000||1%|
|$100,000 – $250,000||.80%|
|$250,001 – $500,000||.65%|
|$500,001 – $1,000,000||.50%|
|$1,000,001 – $2,000,000||.35%|
|$2,000,001 – $5,000,000||.30%|
|$5,000,001 – $10,000,000||.25%|
For ongoing investment advisory services, we have a total account minimum of at least $100,000 managed by Investment Planning Advisor, however, we know from past experience new clients referred from the Dave Ramsey program, referring professionals, and clients make excellent clients. For this reason, we will relax account minimums for those clients.
If you were not referred in by Dave Ramsey, a professional or existing client, we are happy to have an initial conversation. You might want to engage us in a one-time “Building a Roadmap” Service.
It’s important every client recognize that we believe they are important to us and get the service they deserve. This does mean that we sometimes turn clients away if we believe they are not a fit. We also accept clients who don’t meet arbitrary minimums if we believe they are a fit.