​The market’s volatile ups and downs can lead anyone to make impulsive decisions regarding their portfolios.

Our goal is to take the impulse out of investment decisions and instead, focus on the compounding power of time. Regardless of the market’s performance, we use data-driven algorithms to take advantage of opportunities when they arise.  We will manage your portfolio to your specific risk tolerance and tactically adjust it as changes occur within the markets and the global economy.

In this day and age clients are more concerned with fees than they ever have been.  We charge set investment management fees.  You should never have to worry about charges as changes are being made to your investments. At Collaborative Financial Partners we believe transparency is crucial to your understanding and one of the most important ways to earn your trust.

Advice Pricing by Strategy

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Foundation
Annual Financial Planning Flat Fee $900 to $1,800
i-AM (Intuitive Asset Management) 0.75% to 0.50%
​Active Asset Management 1.5% to 0.85%​
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​Designed to establish your financial baseline, all Collaborative clients begin at this level which includes the following services: 

Planning                                                                          
Net Worth Analysis
Cash Flow Analysis:  Inflows/Outflows/Discretionary
Cash Reserve Analysis
Risk Management Analysis:  Survivorship
Risk Management Analysis:  Income Replacement
Retirement:  Goal Coverage
Tax Analysis:  Marginal Rate
​Estate:  Essentials Inventory                             

Asset Management
Portfolio Analysis:  Allocation, Diversification, Quality, Yield, Cost Portfolio Risk Assessment
i-AM Portfolio Management Collaborative Accounts

Service
Annual Review
Mid-Year Update and Accountability Call

Benefits
Collaborative Financial Partners Account Access Online
Personal Financial Website and Digital Vault Access
​Quarterly Newsletter

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Comprehensive
Annual Financial Planning Flat Fee $1,800 to $2,700
i-AM (Intuitive Asset Management) 0.75% to 0.50%
Active Asset Management 1.5% to 0.85%​
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​Designed to build upon your financial baseline, this level includes all foundation services, as well as the following services:

Planning                                                                          
Net Worth: Debt Management
Cash Flow:  Multi-Year
Cash Reserve:  Optimization 
Retirement:  Goal Coverage Optimization
Employer Benefits:  Analysis and Optimization
Education:  College Funding
Tax Analysis:  Effective Rate
Tax Analysis:  Required Minimum Distributions (RMD)
Estate:  Essentials Completion                            

Asset Management
Personal Risk Assessment
Optimization and Alignment
Active Portfolio Management Collaborative Accounts
Active Portfolio Management Non-Collaborative Accounts

Service
Semi-Annual Review
Semi-Annual Update and Accountability Call

Benefits
Social Event Invites
Personal Financial Website and Digital Vault Creation

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Premier
Annual Financial Planning Flat Fee $2,100 to $11,000
i-AM (Intuitive Asset Management) 0.75% to 0.50%
Active Asset Management 1.5% to 0.85%
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​Designed to enhance the comprehensive strategy, this level includes our most complex techniques and strategies:

Planning                                                                          
Net Worth:  Debt and Equity Optimization
Cash Flow:  Advanced Monthly Budgeting and Management
Risk Management:  Elder Care
Retirement: Stock Options and Withdrawal Optimization 
Major Purchase:  Rental/Vacation/2nd Home
T.E.R.M. (Tax Efficient Retirement Modeling)
Estate:  LOI/Guardianship/Special Needs/Legacy/Gifting
Estate:  Letter of Instruction                          

Asset Management
Options Alpha Access Collaborative Accounts

Service
Monthly Update and Accountability Call

Benefits
Customized Personal Financial Website and Digital Vault Creation Collaborative Financial Partners Organizer