Flat Fee ~ With a flat fee you and your planner agree to a fee for your engagement based on the complexity of your goals and your assets. Fees are generally payable over the term of the engagement monthly or semiannually with an initial payment at the time of the agreement. All meetings, research, correspondence and phone conversations are covered in a flat fee agreement.
Hourly Billing ~ For more limited engagements paying by the hour can be a great option. Billing is in five minute increments and due at the completion of the engagement. Longer term engagements may be broken into smaller engagements.
~ All Fees are Negotiable ~
For business planning and retirement plan fees paid by the business may be deductibe. Please check with your tax advisor.
Crest Financial LLC offers a clearly different approach to working with clients.
You choose your investment custodian. Comfortable with Vanguard or in love with Fidelity? That's great! By linking your accounts into the planning software, we can get the information needed to help you with your planning!
You choose the planning, investment or consulting services you want and how to pay for them in the way that works best for you. Flat fee for your engagement or would you rather pay by the hour? You may pay with a check, credit card, bank draft or deductions from your account.
You choose!
As your goals and situation change it may make sense to change how you pay for the services you want. It might be appropriate for your situation to utilize some combination of engagements to focus on your goals.
Sample Fee Comparisons:
Ask for a fee analysis!