Fee-Only Advice
Services
All services offered by Pullman Wealth are fee-only, but you have different options based on your situation and needs. We'll discuss this in our introductory call, but here's an overview.
01Comprehensive Financial Planning+ Investment Management
You receive comprehensive financial planning, plus expert investment management. Your fee is based on a percentage of the assets we manage, starting at 1% on the first $1 million and moving down from there.
02Comprehensive Financial PlanningOnly (Flat Fee)
You receive the same comprehensive financial planning service, without investment management. Your fee is flat, based on complexity. Starting at $3,600/year.
03One-Time ComprehensiveFinancial Plan (Flat Fee)
You receive a one-time, comprehensive financial plan. Your fee is flat, based on complexity. Starting at $2,000.
Whether flat fee or asset-based, this is the only fee you will pay. There are no additional charges for phone calls, meetings, paperwork, or anything else. It is one fee, and one fee only.
