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Financial Planning Fees

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basic
financial planning

You want to receive a full analysis on retirement, debt management, education, investments, etc. Typically, you already have a tax preparer or are not worried about tax planning, We meet often over a short 6 months to cover all your needs.

$250/mes

($1,500 contrato de 6 meses)

  • Retirement Planning

  • Education Planning

  • Employee Benefits Analysis

  • Debt Management

  • Estate Planning

  • Credit Analysis

  • Insurance Review

  • Cash Flow

  • Net Worth

  • Goals

Limited To 50 Clients

premier
financial planning

You are wanting to review and implement financial strategies to get you on track for retirement, pay down debt wisely, pay less in taxes, invest responsibly, plan for future large expenses such as education, and make sure you are appropriately protected with insurance.

$250/MONTH

($3,000 annual contract)

  • All Basic Financial Planning Services

  • Individual Tax Preparation

  • Tax Planning

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Pomegranate
Membership

You only have a few questions that you need answered. You enjoy learning and working on your own finances and are looking to confirm what you are doing with your finances. Or you don't have much money, but know you need help with financial advice.

$100/MONTH

($1,200 annual contract)

  • Up to Four hours worth of Meetings with a CFP, EA

  • Unlimited Emails

  • Individual Tax Preparation through DJAS

  • Educational Content & Resources

  • Access to Financial Planning Software

  • Access to Tax Videos from Pomegranate Taxes Inc.

LEARN MORE

Investment Management Fees

Pomegranate Financial mantiene tarifas bajas para que sus inversiones puedan funcionar mejor para usted. Para ello estructuramos nuestras tarifas de 3 formas sencillas. 

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Primero, nos reunimos para educarlo sobre nuestras filosofías y estrategias de inversión, revisar su cartera e incorporar su(s) cuenta(s). La tarifa para esta reunión comienza en $ 150.

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En segundo lugar, al administrar sus inversiones, cobramos una tarifa de servicio anual según el tamaño de su cuenta (consulte el cuadro a continuación).

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En tercer lugar, Betterment cobra su tarifa de porcentaje anual (que se descuenta de su tarifa minorista del 0,25%).

Investment Management Fees

*Upfront Investment Meeting Fee: $200

AnualTarifa financiera de granada

0.10%**

Betterment Annual Fee

0.15%

Your Total Annual Fee

0.25%**

The annual advisory fee is tiered, prorated and paid at the end of each quarter. Betterment will debit your account for both Betterment's annual fee and PF's annual fee, and will remit PF's annual fee to PF. The upfront on-boarding fee is paid at the end of the Investment Management meeting.

 

*The Upfront Investment Meeting Fee can be waived if you sign up for any financial planning contract or the Pomegranate Financial Membership.

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**This fee has a cap of $1,000 which means a household balance over $1MM still only pays a max of $1,000/Year.

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