How we’re paid

Franklin Madison is a fee-only registered investment advisor. This means that we are not compensated for selling investment or insurance products. The only compensation we receive is from you, our client.

 

We typically charge fees three different ways:

 

  1. a one-time financial planning fee;
  2. a monthly fee for Ongoing Financial Advising Services; and
  3. fees for a-la-carte investment management services

FINANCIAL PLANNING & ONGOING FINANCIAL ADVISING SERVICES FEES

Tier 1 - Financial stability plan: $2,500

Ongoing financial advising services: $175 / month
Vision strategy meeting
Get organized meeting
Monthly transition meetings
Unexpected life transition strategy
Financial risk management strategies
Debt paydown strategies
Cashflow management strategies
Fiduciary pledge
Investment policy statement
Investment risk tolerance survey
Portfolio analysis
Investment portfolio construction
Investment due diligence
Flat-fee investment management
Income preservation and generation strategies
Legacy planning and estate transfer strategies

Tier 2 - Financial growth plan: $4,500

Ongoing financial advising services: $575 / month
Vision strategy meeting
Get organized meeting
Monthly transition meetings
Unexpected life transition strategy
Financial risk management strategies
Debt paydown strategies
Cashflow management strategies
Fiduciary pledge
Investment policy statement
Investment risk tolerance survey
Portfolio analysis
Investment portfolio construction
Investment due diligence
Flat-fee investment management
Income preservation and generation strategies
Legacy planning and estate transfer strategies

Tier 3 - Financial transitions plan: $6,500

Ongoing financial advising services: $600 / month
Vision strategy meeting
Get organized meeting
Monthly transition meetings
Unexpected life transition strategy
Financial risk management strategies
Debt paydown strategies
Cashflow management strategies
Fiduciary pledge
Investment policy statement
Investment risk tolerance survey
Portfolio analysis
Investment portfolio construction
Investment due diligence
Flat-fee investment management
Income preservation and generation strategies
Legacy planning and estate transfer strategies

INVESTMENT MANAGEMENT FEES

We provide investment management services as part of our Tier 2 and Tier 3 Ongoing Financial Advising Services plans.

 

If chosen separately from the Ongoing Financial Advising Services program, the fees we  charge for investment management services include 1) an initial setup fee of $2,500 which includes risk tolerance and investment objective surveys, portfolio analysis, asset allocation strategies, and investment selection and 2) ongoing flat-rate investment management fee of $450 per month. 

 

What’s important to note is that our fees for service differ from typical asset under management (AUM) models in its transparency and that our fee remains fixed even as your savings grow.

STILL HAVE QUESTIONS?

Simply fill out the contact form on this page and let us call or email you today!

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