RetireMitten Financial LLC has two pricing options, depending on your needs. An Asset-Under-Management (AUM) fee structure for those wanting both comprehensive financial planning and investment management. Also, a subscription- based monthly fee structure for those needing just comprehensive financial planning.
Portfolio Management and Comprehensive Financial Planning
We charge an annual fee based on the portfolio value listed below. Typically, the fee is debited directly from the account.
|Portfolio Value||Annual Fee|
|Up to $500,000||1%|
|Additional Assets over $500,000||0.5%|
Our minimum annual portfolio management and financial planning fee is $4,000.
Comprehensive Financial Planning without Portfolio Management
For those needing comprehensive financial planning with no portfolio management, we charge a $300 per month subscription fee. This fee is charged quarterly.