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Financial Advisor San Diego, CA

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Pricing


Option 1:

Flat Fee Wealth Management

Flat Annual Fee Calculated by the Following Formula:

0.25% of Net Worth (exclusive of personal residence value in excess of $750k and any equity in closely held businesses)

+

1% of your “True Income” as defined by AGI + any Tax-exempt Interest + Deductible Retirement Plan or IRA Contributions

The minimum monthly fee is $250/month.  

Option 2:

Asset Management Only

0.50% for clients who would only like asset management services.


Example: Joe Client

  • Investment Assets- (after-tax accounts and 401(k) of $1,000,000 ($1 million used in calculation)
  • Personal Residence worth $2 million but $1 million mortgage ($750k used in calculation)
  • Bank Accounts – $200k ($200k used in calculation)
  • Rental Property- Property Value $500k but $250k mortgage ($250k used in calucaiton)
  • Small Business worth $800k (excluded in Calculation)
  • Total Net Worth used in Calculation: $2.2 million 
  • AGI: $300k
  • Tax-Exempt Interest: $11k
  • Deductible Retirement Contirbutions: $19k
  • “True” Income used in Calculation: $330k
  • Net Worth ($2.2 million) x .25% = $5,500
  • “True” Income ($330k) x 1% = $3,300
  • Total Annualized Fee= $8,800 
  • Paid either Monthly = $733.33 or Quarterly = $2,200

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Office: (858) 221-7521
scott@taxablewealth.com

SAN DIEGO OFFICE
13520 Evening Creek Dr N
Ste 130
San Diego, CA 92128
Mon-Fri: 9AM – 5PM
Sat-Sun: By Appointment

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