Why charge a Flat Fee for Asset Management?
Asset management is $6,000 per year per relationship.
We believe that a Flat Fee structure is fair to both the client, as well as the advisor.
Since our fees are fixed, and not tied to your assets, you will always know exactly what you are paying. This creates complete fee transparency. Conflicts of interest are also reduced since ThinkPlanSave has no incentive to “gather assets” under management to increase our fees.
Finally, a flat fee structure can also provide significant savings over time compared to a traditional advisor fee of 1% or more of AUM (Assets Under management) annually.