PRICING FOR COMPREHENSIVE FINANCIAL PLANNING

We believe in full transparency with respect to pricing.

 

Pricing for fixed-term planning packages can be found here.

Comprehensive Planning Engagement Fee

During the first few months that we work together as part of an ongoing financial planning relationship, we will meet regularly as we get to know each other, work to understand your financial situation, and create your plan.  In order to be compensated for this (while keeping your long-term costs low), Seagrass Financial charges an engagement fee between $2,500 and $7,500.  The engagement fee falls within this range based on the complexity of your financial situation.

Comprehensive Financial Planning

with Portfolio Management

 

Portfolio Management is offered along with Comprehensive Financial Planning for the annual fees outlined in this chart.  Fees will be reassessed periodically (no more than annually) based on total portfolio value.

As a point of comparison, the industry average pricing for Portfolio Management is 1% of Assets Under Management.  This means that someone with a $500,000 portfolio would pay $5,000/year, and someone with a $1,000,000 portfolio would pay $10,000 year.

Comprehensive Financial Planning

without Portfolio Management

 

Comprehensive Financial Planning without Portfolio Management is available for the annual fees outlined in this chart.  Fees will be reassessed periodically (no more than annually) based on total portfolio value.

Fee Examples

 

A household with a $500,000 portfolio would pay $4,000/year for financial planning and portfolio management. This household would pay the same fee for ongoing financial planning services without portfolio management.

A household with a $1,000,000 portfolio would pay $6,000/year for financial planning and portfolio management. This household would pay $4,000/year for ongoing financial planning services without portfolio management.

A household with a $2,000,000 portfolio would pay $8,000/year for financial planning and portfolio management. This household would pay $6,000/year for ongoing financial planning services without portfolio management.

A household with a $3,000,000 portfolio would pay $10,000/year for financial planning and portfolio management. This household would pay $6,000/year for ongoing financial planning services without portfolio management.


Fees may be negotiable in some situations.

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