What Are You Really Paying for Financial Advice?

If your advisor charges a percentage of the assets they manage, the dollar amount of your fee can rise automatically as your portfolio grows. The question is whether the price still matches the advice and work you’re receiving.

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Complimentary conversation • No obligation • Designed for investors with $1M+ in investable assets

Your Portfolio Grew. Did the Work Increase at the Same Rate?

Putting a percentage fee into dollars makes the question easier to evaluate. At a 1% annual advisory fee:

$20,000on a $2 million portfolio

$50,000on a $5 million portfolio

$100,000on a $10 million portfolio

Good advice has value. The question is whether what you’re paying still matches the value and work you’re receiving.

Schedule a 20-Minute Conversation

Pick a time below to talk with Aaron. The goal is simple: understand what you’re paying, what you’re receiving, and whether your current advisory structure still makes sense.

20 minutesNo obligationBring your current advisory statement if you’d like

LifePoint Planning, PLLC (“LPP”) is an SEC-registered Investment Adviser offering advisory services in the United States of America. Registration does not imply a certain level of skill or training. This page is for informational purposes and does not constitute individualized investment, tax or legal advice.