Fee Structure

ILFP charges a recurring fixed fee for Combined Ongoing Financial Planning. Fees are paid monthly in arrears, ranging from $0 to $1,250 a month. For clients with assets above $500,000 of assets under management, we will not charge our Combined Ongoing Comprehensive Financial Planning fee, and will only charge an AUM fee based on the Investment management schedule.

Considerations for expected complexity:

• Income Amount

• Income Source(s)

• Real Estate Investment(s)

• Net Worth

• Multi-Generational Planning

• Miscellaneous Variables

The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.

Our pricing and service assumes your investable assets will be managed by Intentional Living FP, when appropriate.