Doing Business With Our Firm
We offer real planning for a fee that is fair and competitive within industry standards.
What is your fee philosophy for your financial planning and investment management services?
We start and end every business day with a focus on bringing great value to our clients.
Our fee is a clear, singular cost that covers combined holistic financial planning and investment management services. We use a tiered fee schedule based on the total value of the assets we manage for you. As your assets grow, the percentage you pay decreases.
How do fees work at Abundant Wealth?
We are a fee-based firm, meaning our primary compensation comes from an assets-under-management (AUM) fee charged directly from our clients’ accounts. Our fee schedule starts at 1% annually on the first million dollars managed, with breakpoints that reduce the percentage as your assets grow — down to 0.50% at higher asset levels.
What is your standard fee schedule?
Our annual fee schedule for comprehensive financial planning and investment management is structured to provide clear, upfront expectations:
- • $0 to $1,000,000 = 1.00%
- • $1,000,001 to $2,000,000 = 0.90%
- • $2,000,001 to $4,000,000 = 0.80%
- • $4,000,001 to $6,000,000 = 0.70%
- • $6,000,001 to $8,000,000 = 0.60%
- • Over $8,000,000 = 0.50%
Are there any additional or hidden costs of working with Abundant Wealth?
Abundant Wealth does not typically charge a separate fee when providing financial planning services to our portfolio management clients. Some circumstances may require a separately negotiated asset management fee, a flat fee or a separate advisory services fee. Third-party transaction and performance reporting fees may apply in addition to our standard schedule, all of which will be fully disclosed in your account-opening paperwork.
If we determine it is appropriate to charge a separate fee for financial planning, it will always be a negotiated hourly rate or another mutually agreed-upon compensation structure.
Why is fee transparency important for my retirement strategy?
We believe the financial advisory industry is broken, and it can sometimes be difficult to justify the costs of financial advice. By maintaining a transparent fee structure, we help you clearly understand how your money is working for you.
Whether we are helping you implement health care cost control strategies, transition into retirement or preserve your legacy, we’re committed to providing valuable service at a transparent price. Working with a CERTIFIED FINANCIAL PLANNER® professional or fiduciary helps ensure you receive honest planning for a fee that is fair and competitive within industry standards.