Invest in Yourself
Our in-depth financial planning helps clients find peace of mind in their Financial Future.
Complex services paid by one simple fee.
Build and Refine a Detailed Retirement Plan
Plan for Large Pre-Retirement Goals
Cash Flow Planning
Debt Management
Annual Tax Review & Analysis
Insurance and Risk Management Strategy
Estate Planning
Investment Management
Equity Compensation Planning
Employee Benefits Optimization
Cash Flow Planning
Debt Management
College Education Planning
Social Security & Medicare Analysis
$4,000 Annual Minimum Fee
This fee is reviewed annually and remains at the minimum until assets exceed the comparable fee. ($320,000 x 1.25% = $4,000)
$6,000 for Business Owners
Fee Calculation Example
New Client has $700,000 in assets that would be invested with Valentine Wealth Management at Charles Schwab. Fees are based on blended tiers determined by the table above.
Fee Calculation (($500,000 x 1.25%) + ($200,000 x 0.75%)) = $7,750 Annual Fee
Fee Payment Options
Fees deducted from managed assets at Charles Schwab quarterly.
Pay the same fee as a monthly payment. $6,750 + 12 = $645
How are fees paid?
There are 2 payment options that may be combined, neither affects the amount of your fee.
Fees can be deducted from managed asset at Charles Schwab quarterly.
Pay the same fee amount as a monthly payment from regular income or savings. This is often high income clients that have not yet gathered assets.
We do not charge fees on Employer Sponsored Retirement Accounts, HSA’s, 529’s, etc.
Next Steps
Schedule your Free Discovery for an introduction.
We go over your situation to see if it makes sense to work together.
Take some time to decide if it is the right decision for you.
