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Our Fee-Only Approach

Our Fee Schedule

 

FINANCIAL PLANNING SERVICES

Comprehensive Financial Plan - $3,000-$5,000

 

INVESTMENT MANAGEMENT SERVICES

Fees for on-going management are calculated as a percentage of your invested assets. Investment management fees are charged quarterly, in advance.

We have a $500,000 minimum value for new accounts.

 

ANNUAL ADVISORY FEE

Portfolio Value Fee as % of Portfolio Value

Under $500,000 1.25%

Over $500,000 1.00%

 

COMPLIMENTARY CONSULTATION

Entering into a financial planning arrangement is a very important decision and we want you to feel completely comfortable with us. We offer all new potential clients a 20-minute complimentary phone consultation to determine whether our firm is really the right fit for you and your needs. 

Spiritus is a Fee-Only Firm

There are many people who call themselves financial planners. The difficult part for the prospective client is differentiating the experienced planner from the novice, the trustworthy from the biased. Spiritus is a fee-only firm, which means our income is derived purely from an hourly or pre-determined flat fee rather than from commissions. This assures that the advice our clients receive is independent, objective and always in their best interest.

Our Commitment to Excellence - The key to our service is the relationship that is established between our clients and our firm. We welcome clients who value a trusted relationship with a financial advisor and we love working with clients who are serious about their financial future. We will work together towards achieving your life goals and design a plan that sets you on a course for financial independence.

Success can be measured in many ways. For us, success means you are reaching your goals. That your money is aligned with your values and you have peace of mind through volatile markets. Success also means that you know that we are looking out for your financial interests and most importantly, that you have a relationship with a financial planner built on trust and not investment returns.

Let Spiritus Financial Planning provide you the resources to enrich your world.

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"If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest."

Ben Franklin