The Pillars of the Plan
The Strongside Fee Structure
Zoomer Plan
This is designed to be a one-time financial review. It is not a comprehensive financial plan, but rather a high-level investment plan. No ongoing fees, AUM fees, commissions, etc. One easy fee.
Services Include:
-Complimentary Intro Call
-90-minute phone consultation
-Basic Debt Payoff Strategies
-Cash Flow Planning
-Strategic Planning of Investment Vehicles
-Basic Tax Reduction Strategies
-Easy to Follow Investment Strategy
-Retirement Projections
-Written Investment Plan
-Snapshot of OUR Proprietary Investment Models
Additional Considerations:
-One-Time Fee, No Additional Support
-If additional support is needed, billed at $300/hour
-$1,400 Fee, No Additional Charges
Accumulation Plan
Designed for young professionals, singles, and couples that want to fast-track the accumulation process with comprehensive early-stage planning.
Services Include:
-Cash Flow Planning
-Investment Management
-Insurance Double Check
-Connections to Mortgage Lenders
-Retirement Planning
-Basics of Estate Planning
-Employee Benefits Review
-Consulting on 401K & Other Retirement Assets
-Access to Financial Planning Software
-Access to Morningstar Portfolio Tools
-Debt/Credit Planning
-Education Planning
-Tax Reduction Strategies
Additional Considerations:
– Annual Review, Unlimited Support (Text/Email/Phone)
-$750 Initial Planning Fee
-Ongoing $275/month
+.50% AUM (Up to first $1M of assets)
Builder Plan
Designed for high earning families with more complex financial planning needs.
Includes services listed in the Accumulation Plan but includes
Additional Services:
-Real Estate Analysis
-Equity & Incentive Compensation
-Small-Business Review
-Estate Planning Meeting & Set-Up/Review
-Early Retirement Strategies
-Roth Conversion Strategies
-Retirement Distribution Planning
-Backdoor Roth Strategies
-Exploring RMDs
-Charitable Giving
-Social Security Strategies
Additional Considerations:
-Semi-Annual Reviews, Unlimited Support (Text/Email/Phone)
-$750 Initial Planning Fee
-Ongoing $375/month
+.50% AUM (Up to first $1M of assets)
AUM Fees Scale Down:
-$0-$1M .50% AUM
-$1M-$5M .45% AUM
-$10M+ AUM fee negotiable
Our Final Fee Model – Hourly Plan
Strongside also has the option to provide financial advice at an hourly rate of $300. This is used for advanced consultations and one-off ancillary projects. Some examples of hourly projects we have completed are estate planning consultations to organize your thoughts before heading to an estate attorney, Cash Flow and Budget review/implementation, 529 plan set-up, and insurance and risk consultations to make sure your family is protected. Often these one-off projects lead to long-term relationships with the families we educate. As always, our fees are negotiable.
As an independent, fee-only, fiduciary firm Strongside believes firmly in fee transparency. We will only charge for the value that we provide to you and your family. Our fee is derived from the assets we protect and grow, the planning we provide, and the fiduciary advice that we give to your household. We list our fees before our services because we want you to know exactly what to expect.
We are never compensated for advising you to purchase a particular mutual fund, ETF, stock, or any other investment product. We are also never be compensated for selling any particular insurance product, Strongside does not sell any products at all and believe it would be in the best interest for everyone if all advisors acted in this same capacity.
Why Did WE Choose The “Monthly Subscription” Model?
Strongside firmly believes that running our business in the most ethical manner possible will accelerate our growth for long-term success. We will always be invested in our clients success and financial independence.
As an independent, fee-only, fiduciary firm Strongside believes firmly in fee transparency. We will only charge for the value that we provide to you and your family. Our fee is derived from the assets we protect and grow, the planning we provide, and the fiduciary advice that we give to your household. We list our fees before our services because we want you to know exactly what to expect.
We are never compensated for advising you to purchase a particular mutual fund, ETF, stock, or any other investment product. We are also never be compensated for selling any particular insurance product, Strongside does not sell any products at all and believe it would be in the best interest for everyone if all advisors acted in this same capacity.
Strongside firmly believes that running our business in the most ethical manner possible will accelerate our growth for long-term success. We will always be invested in our clients success and financial independence.
Still have questions? Here are the Next Steps
1) Schedule your free Consultation with us
2) We go over briefly your situation and see if a working relationship makes sense
3) Take some time to discuss it with your family
