Financial Planning & Investment Management
For our clients with over $500,000 of investable assets, we provide a comprehensive analysis and financial plan that includes portfolio management. Our fee for this wealth management service is tiered based on the amount of assets we manage.
| Service Level | Advisor Clients (Gold) | Advisor Clients (Platinum) | Wealth Management Clients |
|---|---|---|---|
| Invested Assets | $100,001 - $500,000 | $500,001 - $1,000,000 | > $1,000,000 |
| Percentage Charged | 1.00% | 1.00% | 0.90% |
| Financial Planning Fees | Initial $2,000, plus $100/monthly | Included | Included |
| Tax preparation | Available | Included($300/year credit for personal taxes) | Included ($700/year credit for personal taxes ) |
| Planned Meeting Frequency | 2x 1 hr meeting/yr | 2x 90 minutes meetings/yr | 4x 90 minutes meetings/yr |
| Ad Hoc Meeting Frequency** | 2 meetings/yr | 4 meeting /year | |
| Email Support | Unlimited | Unlimited | Unlimited |
| Newsletter | Y | Y | Y |
| Financial Planning | Y | Y | Y |
| Cash Flow Analysis | Y | Y | Y |
| Complete Account Aggregation & Net Worth Analysis | Y | Y | Y |
| Individual Risk Tolerance Analysis | Y | Y | Y |
| Portfolio Optimization and Management* | Y | Y | Y |
| Annual Financial Plan Update Meeting | Y | Y | Y |
| Insurance Audit/Needs Analysis | Y | Y | Y |
| 529 Plan and Coverdell Planning | Y | Y | Y |
| Retirement Income Distribution Planning | Y | Y | Y |
| 401k Plan Review Upon Request | Y | Y | |
| Advice on Outside Accounts* | Y | Y | |
| Tax Planning( Income Tax Reduction Strategies) | Available | Available | $700 Credit |
| Roth Conversion Analysis | Y | Y | |
| Quarterly Net Worth & Income Analysis | Y | Y | |
| Last Three Year 1040 Income Tax Review | Available | Y | |
| Rental House Property Gain and Loss and Tax Saving Analysis | Available (up to $300/year credit for analysis) | Y | |
| Highly Concentrated Stock Management | Y | ||
| Annual Tax Harvesting Strategies | Y | ||
| Charitable Giving Strategies | Y | ||
| Alternative Investment Strategies | Y | ||
| Family Succession Plan | Additional Fee |
* Additional fee may apply
** Ad Hoc Meeting: Additional fee may apply for complex issues
All additional services can be purchased based on consulting fee rate
Call us at (914-220-5497) or email info@mfundservice.com for a free consulatation.
Get a FREE Consultation
Find out how we can serve you! Call (914) 220-5497 or request a free consultation.
Send Us a File
Send us your tax documents safely and securely with our file sharing tool.
Sign Up Newsletter And Tax Tips
Receive financial tips, tax due dates and tax strategies right in your inbox.