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
$0 - $250k @ 1.25%
$250k - $1M @ 1%
$1M - $2M @ 0.9%
>$2M Negotiable
Financial Planning Projects
Starting at $2,000 depending on the complexity
Cash flow analysis, and budgeting
Comprehensive goal creation
Insurance review and risk management
Investment planning
Estate planning education
Retirement planning
MoneyGuidePro portal
Hourly Planning
$300/hr
(2 Hr Minimum)
Budget Review
Debt Analysis
Goal Creation
Internet Advertising Disclosure
Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.