Fee-Only pricing—Value and Transparency
Our 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:
How We Bill: Fees are calculated and billed monthly, based on the total market value of your account(s) at the end of each month.
Annual Minimum: A $5,000 annual minimum fee applies. This minimum can be waived at the discretion of Unleashed Financial.
Our Promise to You
Holistic Wealth 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.
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.
Comprehensive 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.
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 anywhere else in your financial journey. Reach out today to schedule a consultation and take your first step toward securing your financial future.