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.
One-Time Financial Plan
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 retainer 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% |
Hourly Services
Additional services are offered at $150 pere hour, with scope to be agreed upon in advance.
