Willow Creek Financial Services Fee Schedule
Comprehensive Financial Planning:
Our client relationships typically begin with financial planning. The goal is to organize your affairs and identify your needs so that you can achieve what is most important to you. Comprehensive financial plans for new clients are billed on a project basis. Average fees are $3,000 to $7,000, depending upon the complexity of your situation. The plan encompasses many of the following topics:
- Cash Flow Planning
- Net Worth Analysis
- Risk Management/ Insurance Evaluation
- Retirement Planning
- Investment Planning
- College Funding
- Tax Planning
- Estate Planning
- Real Estate/ Refinance
- Business Planning
Asset Management Services:
Once we have determined your personal financial goals and established a plan for achieving them we implement an investment strategy. Fees for on-going management are calculated as a percentage of your invested assets. Asset Management fees are charged quarterly, in advance. There is a minimum quarterly management fee of $1,250.
Annual Advisory Fee:
| Portfolio Value |
Fee as % of Portfolio Value |
| First $1,000,000 |
1.00% |
| Next $1,000,000 |
0.75% |
| Next $3,000,000 |
0.50% |
| Amount over $5,000,000 |
0.40% |