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WEALTH MANAGEMENT AND FINANCIAL PLANNING

Flexible planning and investment options

Wealth Management

Ongoing Financial Planning and Investment Management

AUM Fee 0.9%-1.25%*

(Recommended Minimum $150,000)
  • Quarterly financial planning meetings
  • Develop your goals
  • Customized Portfolios
  • Company Benefit Review and Maximization
  • Align your managed, non-managed and other accounts with your risk tolerance and goals
  • Advice for investments held outside of Unleashed Financial
    • Employer retirement plans
    • Restricted Stock Units
    • Employee Stock Purchase Plan
  • Anytime access (email, phone, and scheduled meetings)

*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