Retainer Financial Planning

Ongoing Approach

The Retainer Financial Planning Solution is perfect for clients who are looking for an ongoing planning relationship. With this option we put together a financial plan and make recommendations for your investments. Once you receive the plan you handle the investment implementation and we assist you in the monitoring of it. 

Retainer Financial Planning Process by Bollin Wealth Management
The Retainer Financial Planning Process (Click to Expand)

fee structure

At Bollin Wealth Management, we are up front about our Financial Planning Fees. For Retainer Financial Planning we bill quarterly in arrears, with pricing reviewed every two years. 

Start-up fees and monthly fees are calculated based on your net worth. The table provided showcases our current fee structure. If you have any questions regarding how this is calculated please feel free to reach out to one of our knowledgeable representatives. 

Net WorthStart-Up FeeMonthly Fee
Up to $500,000$1,500$225
Up to $1,000,000$1,800$250
Up to $1,500,000$2,100$300
Up to $2,000,000$2,400$400
Up to $2,500,000$2,700$450
Up to $3,000,000$3,000$500
Up to $4,000,000$3,600$600
Up to $5,000,000$4,200$700

Start Your Ongoing Plan

Are you ready to work with Bollin Wealth Management on an on-going basis? If so, schedule a meeting with our team and discover the benefits of working with us.