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.
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 Worth||Start-Up Fee||Monthly 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.
We understand that each and everyone of our clients have unique needs. That is why we provide additional solutions for your Financial Planning.