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:
- a one-time financial planning fee;
- a monthly fee for Ongoing Financial Advising Services; and
- fees for a-la-carte investment management services
FINANCIAL PLANNING & ONGOING FINANCIAL ADVISING SERVICES FEES
Tier 1 - Financial stability plan: $2,500
Tier 2 - Financial growth plan: $4,500
Tier 3 - Financial transitions plan: $6,500
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!