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FEES THAT ARE EASY TO UNDERSTAND

At Boyd Wealth Management, we believe in offering clients the best standard of care through all of our engagements with a transparent fee structure. Our fees explained:

Fee-Based Financial Planning

Cost

$5,000 - $25,000 flat fee

Engagement

Our team will work with you to create a holistic financial plan, including the audit of all relevant aspects of your current situation (goals, retirement, investments, estate planning, insurance , etc). The written plan will provide the guidance needed to execute efficient financial decisions across multiple aspects of your planning. We will help you audit and select the right advisors and product solutions to implement in your plan.

Term

Plans are typically completed within one to three months. Beyond that, we can be re-engaged for periodic plan updates or shift to a comprehensive wealth management or insurance planning engagement.


Comprehensive Wealth Management

Cost

.4% - 1.25% per year

Fees based on assets under our management

Generally we have a $1,000,000 investment minimum

Engagement

Our team will work with you to create a holistic financial plan, including the audit of all relevant aspects of your current situation (goals, retirement, investments, estate planning, insurance , etc). The written plan will provide the guidance needed to execute efficient financial decisions across multiple aspects of your planning. We will implement your financial plan and investment strategy while providing ongoing monitoring, review, and communication.

Term

Our comprehensive wealth management services are conducted in an ongoing planning relationship as long as assets are being managed by our team.

Qualified Retirement Plan Advising

Cost

up to 1.25%

Fees based on assets under our management

Engagement

Our team can work with your organization to design and implement a plan that meets your objectives. We can be engaged to develop an investment policy statement, create and monitor a line-up of world class investment options, assist with ERISA compliance, and periodically deliver education to plan participants to foster positive retirement outcomes.

Term

Our Qualified Retirement Plan Advising services are conducted in an ongoing planning relationship as long as assets are being managed by our team.

Insurance Planning

Cost

Commission is paid to us by the insurance company on products implemented.

Engagement

We will work within your existing plan to satisfy elements of risk management, tax deferral, estate liquidity, and business continuity.

Term

Our team will assist in implementing your risk management planning, and periodically revise the coverage as needed.