Fully-Transparent Prices
We believe in providing transparent fee-only financial planning, tax planning, and investment management services. We are dedicated to helping you achieve your financial goals, and we want to ensure that our fee structure is clear and fair.
Our advisory fee is calculated as a percentage of the assets we manage on your behalf. As your account grows and reaches certain thresholds, the percentage you pay decreases.
We pride ourselves on delivering personalized attention and expertise to our valued clients. To maintain the highest level of service, we currently focus on working with individuals who have investible assets of $200,000 or more.
Please refer to the table below for our fee structure based on assets under management:
| Account Balance | Annual Fee |
|---|---|
| $0 to $1,000,000 | 1.0% |
| $1,000,001 to $2,000,000 | 0.8% |
| $2,000,001 to $3,000,000 | 0.6% |
| $3,000,001 and over | 0.4% |
*Minimum annual fee is $4,000 ($1,000 quarterly)
We want to ensure that our fees are fair and transparent. Therefore, fees are paid in arrears at the end of each quarter and are based on the account asset value(s) on the last business day of the previous quarter. When you establish an account, the management fee is prorated for the current quarter, so you only pay for the time we actively manage your assets.
At Hyland Financial Planning, we are committed to providing you with exceptional service, tailored financial advice, and a fee structure that aligns with your success. We believe in fostering a partnership that helps you reach your financial aspirations.
As an appreciation for your dedication to healthcare, we offer discounts for in-training medical professionals. We understand the financial strain of medical training and strive to make our services accessible to physicians at all stages of their careers.