We are committed to providing proactive, transparent financial planning to every client. Pick the package that best suits your needs and current situation. All planning packages include access to the Checkpoint Planning Client Portal.
All services include:
All previous services, plus:
All previous services, plus:
All payments are processed via secure ACH. Ongoing planning and plan maintenance fees are discussed individually based on the scope of your engagement. We welcome any questions, at any time, regarding our pricing philosophy.
Checkpoint Planning directs and supervises the investment management of your assets, maintaining an appropriate portfolio allocation year after year. The rate is determined by your total portfolio value. Whichever tier your portfolio falls into, that single rate applies to the entire account balance. No cost for the purchase and sale of securities within the managed account.
| Assets Under Management | Checkpoint Planning Fee | Industry Average Fee* |
|---|---|---|
| Up to $250,000 | 1.25% | 1.26% |
| $250,001 to $1,000,000 | 1.00% | 1.05% |
| $1,000,001 to $2,000,000 | 0.85% | 0.91% |
| $2,000,001 to $3,000,000 | 0.75% | 0.76% |
| Above $3,000,000 | 0.65% | 0.66% |
*Industry average fees based on Cerulli, US Advisor Metrics 2023.
We aim to address a variety of complex financial situations with plans and solutions tailored to meet your specific needs. In order to do this, we utilize a variety of investment strategies and methods. Please note that additional corresponding platform or investment strategist fees may be applied to the Advisor Fee and will vary depending on the specific platform or strategist.
We welcome them, at any time. The Where We Begin session is a great place to start, complimentary and no obligation.
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