Fee Calculator
I get it! The way that our industry has “standardized” investment advisory fee schedules can be confusing. That’s why I’ve built this calculator so that you can get a sense of what your annual fee would be based on the total of your managed investable assets.* This calculator is for previous clients of Bryan who worked with him at Triune only.
Because I’ll also be able to manage your current 401k/403b plans, feel free to add that to the value of your managed investments.
*This is for illustrative purposes only, and based upon the current fee schedule for Lighthouse Planning available to clients who previously worked with Bryan at Triune Financial Partners, LLC. This calculator is only for clients transferring from Triune as it represents a lesser minimum fee.
Fees are agreed to up front and finalized with each individual client of Lighthouse Planning. Fees may vary due to complexity and unique circumstances of each client. Again, this is for illustrative purposes to gain an appropriate understanding of the annual cost of our services.
