Fee-Only pricing
Value and Transparency
Schedule a no-cost initial consultation
Transparent Fee Structure
As a fee-only financial advisor, Unleashed Financial is committed to providing advice that is always in your best interest. That’s why our fee structure is designed to be completely transparent, with no hidden costs or commissions.
Our annual advisory fees are based on the assets we manage for you:
- First $1,000,000: 1.00%
- Next $3,000,000 (from $1M to $4M): 0.50%
- Above $4,000,000: 0.25%
How We Bill: Fees are calculated and billed monthly based on the total market value of your account(s) as of the end of each month.
Account Minimum: A minimum household account balance of $250,000 applies. This minimum can be waived at Unleashed Financial’s discretion.
Our Value Promise to You
Wealth Management:
- Investment Management
- Financial Planning
- Education
- Support
Investment Management
Integration of all aspects of your financial life, from investment management to tax planning.
Coordination of your portfolios to ensure that your assets work together harmoniously.
Financial Planning
Tailored financial roadmaps designed to help you reach your specific goals.
Regular review and adjustments to keep your plan aligned with your life changes.
Educational Resources and Insights
Regular updates and insights to keep you informed about market trends and financial strategies.
Personalized advice to help you make informed decisions about your finances.
Dedicated Support and Guidance
Unlimited implementation meetings to address your needs and concerns.
Access to a user-friendly client portal providing a consolidated view of your accounts.
Get In Touch
Jason is here to help you navigate the complexities of financial planning, wealth management, retirement planning, or any other aspect of your financial journey. Reach out today to schedule a consultation and take your first step toward securing your financial future.