Financial Planning Fees
basic
financial planning
Comprehensive financial planning for the aspiring and experienced business owner alike. Receive your full custom financial report card & strategies.
$250/Month
($1,500 6 Month Contract)
-
Retirement Planning
-
Education Planning
-
Employee Benefits Analysis
-
Debt Management
-
Estate Planning
-
Credit Analysis
-
Insurance Review
-
Cash Flow
-
Net Worth
-
Goals
premier
financial planning
Entrepreneurs & Business Owners desiring custom planning & tax services
for their personal finances.
$208/MONTH
($2,500 annual contract)
-
All Basic Financial Planning Services
-
Individual Tax Preparation
-
Tax Planning
Personal cfo
Business Owners looking for personal & business financial planning with exceptional care & attention at every level. Consistent monthly communication with the most updated strategies.
$350/MONTH
($4,200 annual contract)
-
All Premier Financial Planning Services
-
Business Tax Preparation
-
Business Planning
-
Bookkeeping
Investment Management Fees
Pomegranate Financial keeps fees low so your investments can work best for you. To do this we structure our fees in 3 simple ways.
First, we meet to educate you on our investment philosophies & strategies, review your portfolio, and onboard your account(s). The fee for this meeting starts at $150.
Second, upon managing your investments we charge an annual service fee based on the size of your account (see chart below).
Third, Betterment charges their annual percentage fee (which is discounted from their retail fee of 0.25%).
What is your
account value?
$0 - $15,000
$15,000 - $100,000
$100,000 - $500,000
Upfront Investment Meeting Fee
$150
$150
$300
Annual Pomegranate Financial Fee
$0
$150
$300
Betterment
Annual Fee
0.15%