Financial Planning

Professionally managed investment portfolios based on your time horizon, risk tolerance, and tax situation.

For investments managed by Preece Financial Services, annual fees are 1% on the first $1 million, 0.50% thereafter on a blended tier with no minimum account size or minimum fee. Fees may be billed monthly or quarterly directly out of investment accounts.

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Ongoing financial planning (covering taxes, insurance, investments, estate planning, employer benefits, debt management, and more) and investment management to align with your financial plan.

For investments managed by Preece Financial Services, annual fees are 1% on the first $1 million, 0.50% thereafter on a blended tier with no minimum account size but a minimum fee of $3,000/year. Fees may be billed monthly or quarterly directly out of investment accounts.

Whether you want ongoing financial planning support without investment management, a quick review of a specific question, or anything in between, this is the option for you.

One-time reviews start at $500 ($3,000 minimum for comprehensive plans).

Ongoing financial planning for DIY investors for $400/month.