WEALTH MANAGEMENT AND FINANCIAL PLANNING

Flexible planning and investment options

Investment Management and Ongoing Financial Planning

AUM Fee 0.9%-1.25%*

^{(Recommended Minimum $250,000)}

Create your financial plan
Portfolio construction and implementation
Align your managed, non-managed and other accounts with your risk tolerance and goals
Anytime access (email, phone, and scheduled meetings)
Ongoing planning meetings
Advice for investments held outside of Unleashed Financial
- Employer retirement plans
- Restricted Stock Units
- Employee Stock Purchase Plan

*tiered fee schedule

Starting at $2,000 depending on the complexity

$300/hr

^{(2 Hr Minimum)}