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.
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
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%
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%
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 |
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%
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%
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 |
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%
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%
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 |