Broker Check

(240) 283-7879

Financial Planning Programs

Escape

Escape

$350 (Hourly Rate) 

Typically suited for addressing specific needs on:

Retirement Plan Investment Options (401k)

Retirement Income Projections

Medicare Coverage

Education Funding

Investment Risk Analysis

Insurance Questions

Explorer

Explorer

$5,000

Typical Client Profile:

$1 to $5 Million Gross Estate

$250k or less Annual Income (W2, 1099)

401(k) Retirement Accounts, 529 Plans, UGMA, UTMA

Expedition

Expedition

$10,000

Typical Client Profile:

$5 to $10 Million Gross Estate

$250k to $500k Annual Income (S or C Corp, K1)

Family Trust, Simple Business Interest, Rental Property

Excursion

Excursion

$15,000

Typical Client Profile:

$10 Million+ Gross Estate

$500k+ Annual Income (Complex Sources)

Advanced Objectives, Complex Business Interests, and Special Circumstances

**Credit Card Payments Accepted**

Fee Schedule

Cost transparency is very important to us. We want our clients to understand the rate they’re paying.

Assets

Annual Rate

Less than $250,000

1.50%

$250,000 - $749,999         

1.25%

$750,000 - $1,249,999

1.20%

$1,250,000 - $4,999,000

1.08%

$5,000,000+

0.88%

This is an approximate breakdown of the expenses you can expect to pay when working with us.

Advisory account clients pay an annualized fee (“Account Fee”) for services rendered by Vintage Financial Partners. The Account Fee is based on the value of assets in the account, including cash holdings, and is payable quarterly in advance.  The initial Account Fee is due at the beginning of the quarter following account inception and will include the prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter. Account Fees will be assessed at the beginning of each quarter based on the account value as of the close of business on the last business day of the preceding quarter. Additional deposits and withdrawals will be added or subtracted from portfolio assets on a prorated basis to adjust the Account Fee.  Some transaction fees are passed on to our clients and could be higher in the first year as our strategy is implemented.

* The fee schedule above is for new individual clients of Vintage Financial Partners who meet the minimum asset management requirement and who are assigned an advisor to assist them with financial planning and investment management objectives. This fee schedule is not necessarily in place for institutional/401(k) management or other ancillary business areas.