Transparent, Ongoing Advisory Fees
Unleashed Financial provides ongoing wealth management for mid-career tech professionals with equity compensation. This is not a one-time plan. It is an ongoing advisory relationship built around coordination, accountability, and long-term strategy.
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How We Are Paid
We operate as a fee-only fiduciary. That means we do not receive commissions, referral payments, or product compensation.
Our compensation comes directly from clients for ongoing advisory services. This structure keeps incentives aligned and focused on long-term outcomes.
For professionals with equity compensation and growing complexity, the cost of fragmentation is often higher than the advisory fee.
How Fees Are Structured
Fees are based on assets under management and are billed monthly. The percentage declines at higher asset levels.
This structure reflects the ongoing responsibility of managing investments and coordinating planning decisions across accounts.
Specific fee details are reviewed transparently during the introductory process, so expectations are clear before any engagement begins.
- First $1,000,000: 1.00%
- Next $3,000,000 (from $1M to $4M): 0.50%
- Above $4,000,000: 0.25%
Who This Structure Is Designed For
This ongoing advisory model is best suited for mid-career tech professionals who:
- Have RSUs, ESPP, or other equity compensation
- Have accumulated multiple accounts across employers and custodians
- Prefer to delegate ongoing investment decisions
- Value coordination over one-time advice
If you are looking for a one-time financial plan, project-based advice, or occasional portfolio reviews, this structure may not be the right fit.
What Is Included
Your advisory fee covers coordinated wealth management, including:
- Investment management and ongoing portfolio oversight
- Equity compensation strategy for RSUs, ESPP, and concentrated stock
- Retirement projections and long-term planning
- Tax-aware decision support and coordination with your CPA
- 401(k) and employer plan integration
- Quarterly strategy meetings and implementation support
The goal is full coordination. Not isolated advice.
Alignment and Fiduciary Commitment
As a CERTIFIED FINANCIAL PLANNER™ professional and registered investment advisor, I am legally obligated to act in your best interest.
Advice is based on your situation, not incentives. Compensation is straightforward. The relationship is long-term.
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.