Our Fee Structure

A Flexible Fee Structure to Fit Your Needs

Our goal at Centered Wealth Strategies is to make financial planning accessible and affordable to everyone. That’s why we offer several service levels, packages, and fee options, allowing you to find the right fit for your unique needs.

Financial Planning Fee Schedule

Our financial playbooks form the core of our work here at Centered Wealth Strategies. We can coach you more effectively when we fully understand your financial circumstances and objectives, and can establish a game plan tailored to your specific goals. Our financial playbook options include:

Rookie

Learn and execute the fundamentals

Meetings: Annual

  • Financial Coaching
  • Goals & Values Discussion
  • Investing Basics
  • Risk Analysis
  • Investment Analysis
  • Retirement Planning
  • Education Planning
  • Personal Budget/Cash Flow Discussion
  • Online Experience

Initial Plan: $1500
Ongoing Planning
Month 13: $100/month

Veteran

Take your goals to the next level

Meetings: Semi Annual

Rookie Plus:

  • Net Worth Statement
  • ”What If” Scenarios
  • Insurance Analysis including Long Term Care
  • Retirement Income Planning
  • Basic Estate Guidance
  • Social Security Planning
  • Charitable Givinge

Initial Plan: $2500
Ongoing Planning
Month 13: $200/month

All Star

Be the MVP of your family and legacy

Meetings: Quarterly

Veteran Plus:

  • Family Financial Education
  • Wealth Transfer Scenarios
  • Stock Option Analysis
  • Advanced Estate Planning

Initial Plan: $4000
Ongoing Planning
Month 13: $300/month

Team Owner

Lead your team into victory

Meetings: Quarterly

All Star Plus:

  • Business Planning
  • Employee Benefits
  • Retirement Plans
  • Insurance
  • Continuity Analysis

Initial Plan: $7500
Ongoing Planning
Month 13: $300/month

Investment Management Services Fee Schedule

Our investment management services are built around the development of a financial playbook, and the ongoing coaching you need to ensure your playbook is executed properly. This includes portfolio reviews, investment selection, rebalancing, time horizon analysis, asset allocation, and all other guidance and support needed to effectively manage your assets and wealth.

Our fee schedule for investment management services is based on a percentage of advisory assets. This fee structure helps to build a valued collaboration between our clients and our advisors, giving you the confidence that we’re just as invested in your success as you are. We’re playing on the same team, and when you win, we win.

Our investment management fees are as follows:
 

Account Value

Advisory and Playbook % Advisory Assets Fee

Advisory Only % Advisory Assets Fee
$1,000–$99,999 1.35% 1.75%
$100,000–$749,999 1.25% 1.6%
$750,000–$1,249,999 1.1% 1.35%
$1,250,000–$1,999,999  0.9% 1.15%
$2,000,000+ 0.6% 0.85%

 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Asset allocation does not ensure a profit or protect against a loss.
Investing involves risk, including possible loss of principal.