Our Fees Are Straightforward And Easy to Understand
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?
One-Time Comprehensive Retirement Plan
$4,000 - $6,000
Wealth Management
$12,000 Annually
Comprehensive Retirement Plan, Ongoing Financial Planning, and Investment Management with optional Tax Prep and Estate Plan Document Service
fee 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 three times as much for the management of a $1,000,000 versus $3,000,000 portfolio. Here is an example of how our costs could compare.
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.