FINANCIAL PLANNING

  • Unlimited access to a financial planning professional to answer all questions
    • Brittany Goodwillie, CFP®
  • Organization of your financial information
  • Establishment and prioritization of clear goals 
  • Retirement planning
  • Employee benefits analysis
  • Tax planning recommendations
  • Insurance analysis 
  • Estate planning recommendations
  • Budgeting and debt management
  • College education planning
  • Social Security optimization
  • Coordination of detailed action items
  • Review and update of plan when life changes
  • Access to online client portal 

Fee for financial planning:

$500 for comprehensive financial plan

Clients without a certain level of investment assets under our management will also pay a quarterly ongoing financial planning fee.*

*The quarterly fee is $375 / quarter charged in arrears and is offset by the investment management fee.  The ongoing fee is waived completely once a client invests $120,000 with Autumn Financial Advisors, LLC.  

INVESTMENT MANAGEMENT

  • Dedicated Portfolio Manager
    • Erik Ringo, CFA, FRM, CAIA
  • No asset minimums for financial planning clients
  • Investment management approach is integrated with your specific financial planning needs
  • Multi-strategy investment philosophy 
  • Portfolio diversified across both asset classes and investment approaches
  • Sophisticated risk management techniques
  • Online account access 
  • Unique portfolio construction tailored to you

 

 

 

Assets under management fee:

1.25% per year for the first $500,000

0.95% from $500,001 to $1,000,000

0.45% from $1,000,001 to $3,000,000

0.25% for $3,000,001 and above

All fees are prorated and charged quarterly in arrears.  All financial planning is included with these fees once clients have $120,000 of assets under management. 

Our clients will NOT be charged this fee for investment advice on assets that we do not have discretion over, such as current 401(k) plans or 529 plans.


OUR PROCESS

These four meetings are just the beginning of our relationship together.  After developing a financial plan and determining an investment strategy that helps you to meet your goals, we will continue to have follow-up meetings to implement action items and adjust your plan with life's many changes.  Together, we will help you navigate through your financial decisions so you can enjoy life and achieve your dreams.