At Soesbe Financial, we believe that in order for Clients to be able to make an informed decision about our services, they should know what they are paying for and how much it costs.
We see nothing useful to be accomplished in being coy or obfuscating when it comes to pricing – we prefer the direct and open approach.
To that end, we offer our Transparent Pricing promise: we will always have our most current service pricing clearly available on our website. Clients may also contact us by their preferred method at any time to inquire more directly and we will always provide them with our current fee schedule.
This page current as of: Friday, December 04, 2020
We currently offer three different services: Integrated Management Services, Standalone Financial Planning (with Ongoing Comprehensive Management option), and Focused Financial Advice.
Click below to go directly to the Fee Schedule for each service and option:
- Integrated Management Services
- Standalone Financial Planning
- Ongoing Comprehensive Planning
- Switching from Standalone to Ongoing
- Focused Financial Advice
Service Fee Schedules
Integrated Management Services
For those clients who prefer to have their portfolios professionally managed, we offer our Integrated Management Services. Our standard advisory fee for IMS is based on the market value of the assets under management and is calculated as follows:
| Account Value | Annual Advisory Fee |
| $0 – $500,000 | 1.00% |
| $500,001 – $1,500,000 | 0.85% |
| $1,500,001 – $3,000,0000 | 0.70% |
| $3,000,001 – $5,000,000 | 0.55% |
| $5,000,001 and Above | 0.40% |
[Click here for a detailed service description of our Integrated Management Services]
Standalone Financial Planning
Standalone Financial Planning is offered on a fixed fee basis. The fee is based on the complexity of the engagement and needs of the Client.
| Tier | Total Fee |
| Basic | $1000 |
| Simple | $1500 |
| Moderate | $2500 |
| Complex | $3750 |
NOTES: No follow up is included in this service and all time spent after the end is billed as Focused Financial Advice at $300/hr. Clients who chose stand-alone planning can, at the end of the engagement, upgrade to the Ongoing service.
[Click here for a detailed service description of our Standalone Financial Planning]
Ongoing Comprehensive Planning
Ongoing Comprehensive Planning consists of an upfront charge and an ongoing fee that is paid monthly in advance. The fee is based on the complexity of the engagement and needs of the Client.
| Tier | Due at Start | Monthly Fee[*3,4] |
| Basic | $500 | $83.33 |
| Simple | $750 | $125 |
| Moderate | $1250 | $208.33 |
| Complex | $1875 | $312.50 |
[Click here for a detailed service description of our Ongoing Comprehensive Planning]
Switching from Standalone to Ongoing service at end of Standalone engagement:
Q: I think I’m going to need some extra help and advice going forward, can I switch from my Standalone Financial Planning engagement to Ongoing Comprehensive Planning?
A: Absolutely! All you need to do is let us know you want to switch, and simply pay the monthly OCP fee going forward.
(Please note that your initial Ongoing Comprehensive Planning contract will be 12 months; after that your contract will renew monthly until you decide to cancel.)
| Tier | Monthly Fee[*5] |
| Basic | $88.33 |
| Simple | $125 |
| Moderate | $208.33 |
| Complex | $312.50 |
The concept is simple: if at the end of your Standalone engagement you would like to continue working with Soesbe Financial, all you have to do is pay the Ongoing monthly fee.
Focused Financial Advice
Generally, this will be a one-time meeting of 1-2 hours, with no long-term planning or forward-looking projections; information/advice only. See our full service description for details.
This service is offered on a standard hourly basis, billed in 6 minute increments. The planner’s current rates are $300 per hour.
[Click here for a detailed service description of our Focused Financial Advice]
NOTES [*]:
1 – Plus any hours accrued ($250/hr) in addition to the max
2 – Maximum number of hours is based on $250 hourly billing rate
3 – Requires 12-month contract which is automatically renewable monthly after that. Cancellation requires 30-day notice (no pro-rating of partial month), and any time accrued at the time of the cancellation in excess of the contracted price is billed at $250 per hour and due at the termination of the contract.
4 – Monthly fee commences upon the second month of the engagement (i.e. all the up front planning is done in the first month)
5 – Additional hours are billed at $250 per hour, billed at the end of the contract year. Ongoing clients receive a quarterly statement of time spent YTD with time remaining for the year, so they are aware if they are about to go over.
Need more in-depth information? Read our complete breakdown of all service and fee elements in our downloadable Form ADV Part 2.
[Please note: all pricing increases by 3% annually, applied every January 1st. This page will be updated accordingly.]
Ready to move forward? Contact us today to schedule a meeting .