Ongoing planning and investment management
Stay with us after the plan, if you want to.
0.85% a year on the first $1.5 million
0.50% above that, billed quarterly
Minimum $5,000 a year.
How we are paid
You should know who pays us, and how.
We put our fee structure in plain view, because the way advice is paid for shapes the advice you receive.
Ambleworth Retirement Planning is fee-only. Our clients are the only people who pay us. We do not sell insurance, annuities or investment products, and we take no commissions, bonuses or referral fees from anyone.
One-time planning
A written retirement plan you keep
Three meetings over about six weeks, ending with a plan that shows your income sources, spending, taxes and decisions ahead.
$2,800 one-time flat fee
What it includes
- Your retirement plan stays current.
- A review every tax season.
- Help filing for Social Security and Medicare.
- Two review meetings each year.
We act as a fiduciary at all times, and we put that in writing in our client agreement.
A clear first step
Bring your questions to a first call.
There is no charge for it.