# As my practice has grown, I've had to raise my minimum fees to $13,000/year f...
Canonical: https://social-archive.org/richeddy/eo9T3F09NA
Original URL: https://x.com/markcecchini/status/1737585251935740356
Author: Mark Cecchini, CFP®
Platform: x
## Content
As my practice has grown, I've had to raise my minimum fees to $13,000/year for comprehensive advisory, which scales up with complexity and is dependent on situation (AUM vs Flat Fee) That includes (but is not limited to) the following: Financial Planning -Goal setting & accountability -Values-based financial planning -Insurance planning -Estate planning -Cash flow planning -Charitable giving -Retirement planning -Tax planning -Education saving -Large purchases -Sale of business -Intra-family financial matters -Company equity strategy Portfolio Management -Personal IPS (investment policy statement) -Asset allocation -Asset location -Regular rebalancing -Cash Auto-investment -Tax loss harvesting -Access to institutional custom index platform -Best trading execution -Institutional class shares -Pre-vetted alternative investments -Portfolio lending options with negotiated rates -Quarterly performance reports -Concentrated stock divestiture strategy Tax Planning -Tax return preparation (additional project fee) -Tax return review -Quarterly estimated payment analysis -Year-end tax planning -Cost basis tracking -Paycheck withholding analysis -Roth conversion / Backdoor Roth Client Service -Ongoing communication (at will) via phone, email, and collaborative documents -Full access to Compound dashboard with net worth, cash flow, vault feature, financial modeling, and equity modeling -Regular live meetings (typically 4x / year for recurring clients post onboarding) -3rd party network of vetted professionals (CPA’s, Estate planning attorneys, mortgage brokers, real estate agents, insurance agents) -Coordination with outside professionals (quarterback the financial team) -Regular investment market updates, event-based guidance -Web-based catalog with hundreds of articles written in-house