InvestEdge Planning Service Packages
InvestEdge Planning specializes in getting you on track to build wealth and be retirement-ready, and we do all of this with a boutique-style approach that holistically encompasses financial or retirement planning, forward-looking tax planning, and investment management (passive or strategic/tactical). Our goal is to optimize your wealth, and income and minimize your tax bill. After a Complimentary Consultation or Good Fit Meeting, we will schedule a Discovery Call to better understand your needs, challenges, goals, and to get organized. Details of services and fee schedules are listed below. Our commitment to you is always to be transparent, have no hidden fees, and offer you excellence in service. Review Our Process for more details.
When analyzing services, the ongoing Asset Management service offers the highest value and gives you the best opportunity to build and preserve your wealth over time. Essentially, you can employ a trusted advisor & CERTIFIED FINANCIAL PLANNER™ to work year-round to help you navigate ever-changing life events and market cycles; this is crucial for protecting your wealth, specifically during uncertain times and bear markets. Click Read More on how the value of ongoing asset management compares to a one-time financial or retirement plan.
​
Example of Asset Management Quarterly fee schedule for Investable assets of $525,000:
​
1% for $525,000 in assets= $5,250 yearly, $1312.50 payable quarterly on the last business day
​
* Assets under management (AUM) fee is based on quarter-end Account values
​
Quarterly Management fees can be paid from IRAs, Roth IRAs, or brokerage accounts held with Schwab OR Zoe/Apex
​
​
​