San Ramon Financial Advisors: Retirement, Estate, Tax & Wealth Management
Pricing
The team at Summit Wealth & Retirement Partners works with a smaller number of successful individuals and families and for those individuals, handle everything in their lives with a dollar sign attached to it.
Because we believe that portfolio management is an integral part of the overall financial plan, we don’t manage portfolios for clients unless we do their planning, and we don’t do planning unless we are also managing the portfolio.
- Our fee structure has two components:
- An initial financial planning fee that can range from $2,500 to $100,000 depending on complexity.
- An on-going asset management fee that starts at 1% annually and may decline once asset values reach a certain level.
It looks like there are several pricing options, based on the type needed:
- The initial fee for the Financial Transition Planning program ranges from $3,000 to $6,000, depending upon how complex a person’s financial situation is.
- The initial fee for this program ranges from $2,500 to $5,000, depending upon how complex a person’s financial situation is.
- The initial fee for the Business & Financial Coaching program ranges from $4,000 to $7,500, depending upon how complex a person’s financial situation is.
- The initial fee for the Summit’s Smart Moves Program program ranges from $2,500 to $4,000, depending upon how complex a person’s financial situation is.