Financial Planning Fees
Comprehensive financial planning for the aspiring and experienced business owner alike. Receive your full custom financial report card & strategies.
($1,500 6 Month Contract)
Employee Benefits Analysis
Business Owners looking for personal & business financial planning with exceptional care & attention at every level. Consistent monthly communication with the most updated strategies.
($4,200 annual contract)
All Premier Financial Planning Services
Business Tax Preparation
Elements® App Now Included!
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
$0 - $15,000
$15,000 - $100,000
$100,000 - $500,000
Upfront Investment Meeting Fee
Annual Pomegranate Financial Fee