Hourly/Project

For clients who want guidance on specific issues, whether it be a review of their portfolio, a retirement projection or recommendations on savings for a specific goal, such as college.

Fees are charged based on the number of hours at the rate of $250/hour.

 

Portfolio Management 

For clients who wish to delegate management of their portfolio, portfolio management fees are a retainer flat-fee. The fee is calculated based on net worth, income, investment assets and complexity of the client situation.

Fees are deducted from accounts at Fidelity Investments or Charles Schwab, Inc. quarterly in advance.

 

Special Services

Socially Responsible Investing

Some clients may be interested in socially responsible funds. We have researched in this area to help find you the most appropriate investments.

College Planning

We have partnered with Strategies for College and the SAGE Tuition Rewards Program. The two related, but separate entities provide clients with the following:

  • ProPlan Strategies for College–online tools to help parents plan and select colleges
  • SAGE Tuition Rewards–a tuition discount program (similar to frequent flier miles) that allows Financially In Tune clients access to tuition discounts at over 300 colleges in the U.S.