Mission

To Engage, Educate and Empower clients to meet their financial objective.

SCHEDULE A CALL

This call is the first step to see what we can do to help you get to your financial summit and make sure we are a good fit. This phone call has no cost or further obligation. It is just us getting to know one another.

Project Based Financial Planing

We offer project based financial planning to clients who are requesting a one-time financial plan or other modular and limited scope planning engagements. This is a one time meeting typically covering 1-3 topics followed by limited support by phone, text and email for 30 days after you receive your plan. Full ongoing support beyond 30 days will be available for clients that continue with an ongoing planning engagement. This service starts at $500. The fee is based on the complexity of each client. Fees for each individual client will be disclosed before a fee incurring meeting happens.

Ongoing Financial Planning Services

We begin with the same first time fee as a one-time financial plan starting at $500. In addition, the client will receive ongoing support along with up to 4 meetings either virtual or in person covering each topic in more depth. Ongoing guidance and support by phone, text and email throughout the year for a fixed fee starting at $100 a month. Again, the fee is based on the complexity of each client. Topics we may cover based on clients’ needs are Cash Flow, Insurance, Tax Planning, Retirement Planning, Investments, and Estate Planning.

Investment Management

The table below shows SVF’s AUM fees if no TAMP is used. This will be discussed in more depth before the client engages SVF’s services.

  
    Account Value
    Annual Advisory Fee
  
    $0-$250,000
    1.00%
  
    $250,001-$500,000
    0.90%
  
    $500,001-$1,000,000
    0.80%
  
	$1,000,000-$2,000,000
    0.70%
  
	$2,000,001 and Above
    0.60%
  
*
if a tamp is used the tamp fee is paid by the client as well.

The annual advisory fee is a tiered fee and is calculated in accordance with the asset levels and percentage rates disclosed in the table above as of the last business day of each billing period and are billed on a quarterly basis. Full details regarding our advisory fees will be reviewed and discussed prior to engaging our firm for investment management services and the final fee arrangement will be agreed to in an advisory contract.

Account Value	Annual Advisory Fee
$0-$250,000	1.00%
$250,001-$500,000	0.90%
$500,001-$1,000,000	0.80%
$1,000,000-$2,000,000	0.70%
$2,000,001 and Above	0.60%

Hourly Services

Additional services are offered at $150 per hour, with scope to be agreed upon in advance.