Fees Stated in Dollars, Not a Percentage of Your Assets
Southshore Financial Planning is a fee-only firm. As such, we receive compensation from the fees paid directly to us by clients. This eliminates the possibility of compensation from referral arrangements, commissions, fund sales load or other sales-related compensation. Ultimately, we’re able to better serve you with your best interests in mind.
What Are Our Options to Work Together?
Comprehensive Retirement Plan
- Saving or Sustainable Spending Strategy
- Social Security Optimization
- Roth Conversion Strategy
- Health Care Expense Strategy
- Portfolio Review
- Tax Optimization Strategies
- Risk and Insurance Review
- Estate Plan Review
$4,600 - $6,400 One-Time
Ongoing Financial Planning & Investment Management
- Comprehensive Retirement Planning
- Investment Management with Tax-Loss Harvesting
- Meetings in Winter, Spring and Fall
- Quarterly Performance Reports
- Coordination of Estate Planning Document Drafting and Updates
- Tax Return Filing (additional cost)
$7,000 - $9,000 Annually (paid quarterly)
Pricing is based on complexity
The Value of Our Services
Is Exemplified in Our Pricing
At Southshore, we believe flat pricing is often better because of its fairness and transparency. In our opinion, it shouldn’t cost you almost twice as much for the management of a $1,000,000 versus $2,000,000 portfolio. Take a look at how our typical costs compare to industry averages.
Our goal as a firm is to provide services in your best interest - and that begins with honesty from the start. Should you have any questions about the prices of our services, we encourage you to contact us to set up an appointment.
Industry Assets Under Management Median Source: https://www.kitces.com/blog/financial-advisor-average-fee-2020-aum-hourly-comprehensive-financial-plan-cost/#:~:text=In%20practice%2C%20our%20Kitces%20Research,and%200.8%25%20at%20%245%20million.