Guidance & Transparency

PlanDynamic Program

Advisory + Portfolios

Example #1: Client wants personal Certified Financial Planner™ relationship, has $375,000 investments with $250,000 in 4 PlanDynamic portfolios.

Annual Fees
   $1,200 for Advisory ($100 monthly CFP® subscription)
+ $1,875 for Portfolios ($250,000 portfolios x 0.75%)

Example #2: Client wants personal Certified Financial Planner™ relationship, has complex circumstances plus $1.8 million investments with $1.2 million in 4 PlanDynamic portfolios.

Annual Fees
   $1,800 for Advisory ($150 monthly CFP® subscription) 
+ $6,000 for Portfolios ($1.2 million portfolios x 0.50%)

Advisory

Financial Planning Only

Advisory

Monthly CFP® Subscription:

$200 to $300

Depending on complexity.

Begins 60 days after Advisory Onboard, a one-time fee $1,500 for initial plan, personal eMoney website & needs analysis.

Example #1: Client wants personal Certified Financial Planner™ relationship, has $375,000 investments and no PlanDynamic portfolios. 

Annual Fees
$2,400 for Advisory ($200 monthly CFP® subscription). 

Example #2: Client wants personal Certified Financial Planner™ relationship, has complex circumstances plus $1.8 million investments and no PlanDynamic portfolios. 

Annual Fees
$3,600 for Advisory ($300 monthly CFP® subscription).   

Portfolios

Investments Only

Portfolios

Asset Level:

0.95% up to $1,000,000

0.75% over $1,000,000

Household aggregate of PlanDynamic portfolios.

Example #1: Client wants investment plan to reach a specific goal, has $1.1 million investments with $600,00 in PlanDynamic portfolios.

Annual Fees
$5,700 ($600,000 portfolios x 0.95%). 

Example #2: Client wants investment plan to reach a specific goal, has $1.8 million investments with $1.2 million in PlanDynamic portfolios.

Annual Fees 
$9,000 ($1.2 million portfolios x 0.75%).