Learn More About
How We're Paid
One of the key reasons that we founded TrailWise Financial Partners was because we saw the need to overhaul the cost structure and expense of the advisement process. It is incredibly important for you, the client, to understand what you are paying for when you work with us. Here, we have outlined the two part cost structure of how we are paid, so that you can feel confident when you partner with us.
Financial Planning Advice & Accountability
Our financial planning cost structure is determined by the amount that you need us. In the same way that you wouldn’t want to pay your doctor thousands of dollars per year if you were healthy and only going in for a yearly physical, we only charge you for services that you need.
Phase One – Developing Personalized Financial Plan and Implementing with Actionable Steps
Starting at $3,000
Phase Two – Ongoing Accountability and Adjustments as needed.
Starting at $1,800
Not sure what we mean by “Phase One” and “Phase Two”? Learn more about our advice and accountability methods by clicking here.
Investment Management
We see the industry tend to overreach on this expense. Common fee structures include higher investment management percentage-based fees that can cause inequity in the amount of dollars paid to the actual amount of work and advice provided.
We believe that this cost should only cover true investment-related work, which includes broad and specific research and on-going training, trading, tax-loss harvesting, strategic rebalancing, regular monitoring, and administrative work.
By shifting our thinking in this area, we are able to work with clients on planning who are not also investment management clients.
We have re-worked our investment management cost structure to better reflect the true investment-related work in managing accounts.
Client Login:
Access Your Accounts: LPL Account View
Access Your Financial Plan: The Lodge
TrailWise
Find Your Path
TrailWise Financial Partners
1536 Cole Boulevard, Suite 205 Golden, CO 80401
720.463.2850 Phone
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. TrailWise Financial Partners’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Investment Advisory Services offered through TrailWise Financial Partners, a Registered Investment Advisor.
Copyright © TrailWise Financial Partners 2023