Our Fee Structure

How does Integrated Life and Financial Planning charge for its services?

Integrated Life and Financial Planning primarily uses a fee-based relationship that encompasses both assets under management and comprehensive, long-term financial planning. We don’t charge separate investment and advice fees which makes our fee structure highly competitive. Your exact fee is determined by the size and complexity of your situation.  As your advocate, we actively work with our custodians and product partners to minimize non-value-added charges like transaction fees to help protect your investment returns. The net result is that you’re only charged for services we believe deliver real value.

We also work on an hourly basis and perform consulting work, plan reviews, cash flow planning and portfolio reviews. Please feel free to inquire about pricing for these services. You can easily set a time for an introductory phone call using our schedule page.

We are happy to discuss this with you in detail when we meet. Our goal is that you should feel you are getting good value for the services your receive from ILFAP.