What are the fees?
The price of the One-Time Financial Plan is $1,500 with no strings attached. $750 is paid before the data gathering meeting and $750 is paid after the One-Time Financial Plan is delivered. 5% of these proceeds can go to a Pelotonia rider of your choice to support Cancer research.
The fee schedule for a continued partnership starts out at 1.00% of assets under management (i.e. liquid investment accounts such as brokerage accounts, Roth IRAs, Traditional IRAs, 401(k)’s, etc.). For those with less than $450,000 of assets under management, the price is $375 per month.