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.
The growth and protection of your investment assets are 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 fees are based on your investments.
Annual fee schedule:
1.00% | On the first $500,000 of assets under management |
.80% | On the next $500,000 |
.50% | On the next $1,000,000 |
.25% | On assets over $2,000,000 |
Our Services are designed for clients with investment portfolios of at least $750,000. The minimum quarterly fee is $1,750.