Comprehensive Fee Structure
Attune Financial Planning is a Fee-Only firm. We do not receive commissions, referral fees, or third-party incentives of any kind. Our annual fee for services include both comprehensive financial planning and investment management*. We do not charge a separate initial financial plan fee or any hourly fees for on-going planning services.
Annual fee schedule:
1.50% | On the first $500,000 of assets under management |
1.00% | On the next $500,000 |
.50% | On the next $1,000,000 |
.25% | On assets over $2,000,000 |
The growth and protection of your hard earned savings is the key to the success of your financial plan. It is vital that they are managed carefully and with your best interest in mind. It is for this reason that your annual comprehensive financial planning fees are based on your investments and deducted directly from your account(s) at TD Ameritrade.
*Although we do not have specific investment minimums, our services typically work best with households that have at least $500,000 in investable assets. Our minimum annual fee is $7,500.