33483, Delray Beach, Florida - June 9, 2015
Business 401K & SEP Plans0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis.
Reported by:
Brett Shofner, Work Plan Retire |
33483, Delray Beach, Florida - June 9, 2015
401k Plans0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis
Reported by:
Brett Shofner, Work Plan Retire |
33483, Delray Beach, Florida - June 9, 2015
Financial Planning0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.
Reported by:
Brett Shofner, Work Plan Retire |
33483, Delray Beach, Florida - June 9, 2015
Retirement Planning & IRAs0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.
Reported by:
Brett Shofner, Work Plan Retire |
33483, Delray Beach, Florida - June 9, 2015
401-k Rollover Assistance0.80 to 1.35 percent of assets under management
Since we customize our approach for each and every client (because each client is different from another), each client will have their own unique setup. Thus, we avoid a "cooker cutter" approach like what you would see in a wirehouse, and instead come up with a custom approach that works for both the client and us.
Reported by:
Brett Shofner, Work Plan Retire |
33408, North Palm Beach, Florida - August 10, 2021
Retirement Planning & IRAs1.00 to 2.00 percent of assets under management
Retirement Planning is a priority goal for most clients.
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
Financial Planning$50.00 to $200.00 fee only - hourly rate
Depending on the client, we discuss how extensive their financial plan needs to be, and will charge accordingly. Charge between $500-$2,000
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
Financial Advisors - Stocks & Bonds1.00 to 2.00 percent of assets under management
Depending on the account you open, you could be charged per trade or an AUM %.
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
Financial Advisors - Asset Management1.00 to 2.00 percent of assets under management
Depending on how complex the client's situation is.
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
Education Planning & 529 Plans1.00 percent of assets under management
Others may charge higher, but I charge 1.0%.
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
401k Plans1.00 to 2.00 percent of assets under management
Depends on the type of plan, features, and size.
Reported by:
Tyler Keen, Ameriprise Financial |
33408, North Palm Beach, Florida - August 10, 2021
401-k Rollover Assistance1.00 to 2.00 percent of assets under management
401k rollovers are a simple process, but managing the money and how complex the client wants to invest is where the fees will vary.
Reported by:
Tyler Keen, Ameriprise Financial |
33189, Miami, Florida - August 30, 2014
401-k Rollover Assistance4.00 to 6.00 percent of investments purchased
My clients can confer with me without concern that they will be billed. I work for my clients.
Reported by:
Heather Fraser, Logos Financial Solutions |