Fees & Compensation
There are three ways clients can work with Entirement. It all depends on your financial situation and goals.
Wealth Management Services
We manage your investable assets as well as ongoing financial planning.
Fees-are based on assets under management and are billed quarterly from your investment account(s). Assets Under Management Annual Advisory Fee.
Ideal if:
- You do not monitor your current investments and want professional advice
- You have at least $450,000 of investments to be managed
- You want ongoing financial planning in addition to investment management
Ongoing Financial Planning
We provide ongoing financial planning without managing your investments.
Fees are based on individual or couple planning and are billed quarterly from your bank account.
Individual: $1,800 per quarter ($7,200 annually)
Couple: $2,400 per quarter ($9,600 annually)
Ideal If:
- You are a “DIY” investor and are only looking for financial planning advice
- You have income of at least $250k annually
Project Based Financial Planning
We provide a one-time financial plan.
Fees start at $1,500 and are based on variables including the specific needs of the client, complexity, estimated time, research, amount of assets the client has, and resources required to provide services.
Ideal if:
- You have less than $450,000 in investable assets or less than $250,000 in annual income
- You are just beginning your financial journey or have had a major life change-marriage, divorce, loss, etc.