Rates/Fee Schedule
Rates and Fee Schedule.
We do not charge an upfront fee, as we do things a little differently at Mash Financial Planning. We don’t believe in creating 100-page plans at the start but we develop a plan in phases. We believe in identifying the top three to five priorities when we start: what needs to be done now, then next action steps, and define necessary adjustments as we go.
Project Planning
We understand that comprehensive planning can be daunting and that you might just have one or two pressing questions. For that, we also offer project-based planning with a fee based on the complexity of the project.
Assets Under Management
Fee
$1 – $1,000,000
1.00%
$1,000,001 – $2,000,000
0.50%
$2,000,001 – $3,000,000
0.40%
$3,000,001 – $4,000,000
0.30%
$4,000,001 – $5,000,000
0.20%
$5,000,001
0.10%