Pricing
Pricing
Initial Financial Planning Cost
Minimum $15,000
Depends on the complexity of your situation and the amount of time it takes us to complete your plan.
Renewal Financial Planning Cost
Minimum $12,000 Per Year
The renewal fee may be offset or waived based on the Asset Management Fees paid to Backbone Planning Partners.
Advisor Asset Management Costs
Under $500,000 1.50%
$500,000 - $1M 1.35%
$1M - $3M 1.20%
$3M - $10M 1.00%
$10M+ 0.80%
Additional fees such as platform and internal fees will apply.
The Latte Lie and Other Myths