At AJ Feldman Financial we help create a path for our clients to achieve their financial goals.
The Services we provide include:
- Financial Planning
- Asset Management
- Retirement Strategies
- Education Planning
- Estate & Legacy Review
- Charitable Gifting
There are three different models at AJ Feldman Financial that a client can choose to engage:
1. An Assets Under Management model.
In this model, AJ Feldman Financial’s fee is based on the total assets under management. This model contains financial planning including statement of net worth, cash flow, insurance overview, asset allocation, 529 recommendations, and a retirement projection. AJ Feldman Financial will execute and monitor the asset allocation. The fee structure is based on the chart below:
Assets Under Management
|$ 0||$ 100,000||1.50|
|$ 100,001||$ 500,000||1.25|
2. A Retainer Model
This model contains financial planning including statement of net worth, cash flow, insurance overview, an asset allocation overview and a retirement projection. In this model, it is up to the client to execute and monitor the investments. AJ Feldman Financial will be able to answer any questions. The price for this model starts at $2000 per year and is based on the assets and complexity of each client. The fee will always be agreed upon before any action is taken.
3. An Hourly Model
In this model the client receives the same services as the Retainer Model but the fee is based upon actual hours that you engage your advisor. The rate for this service is $300 per hour.