Q. Who’s it for?
A. You want an on-going, pro-active relationship with your financial planner that starts with a comprehensive financial plan, and includes regularly scheduled meetings to keep you on track; plus unlimited emails & calls between meetings.
Want to Learn More?
What’s Included?
Comprehensive financial plan
At least two in-person meetings to start our relationship
Regular six-month review meeting
Workplace Open Enrollment Advice
Personal Financial Website
Referrals to other professionals within our extensive network
Advice on investment allocation on all investment accounts
Unlimited emails/calls
Secure Cloud File Storage
Pricing
$350 - $700 per month
(depending on complexity)
The minimum annual fee for our retainer offering is $4,000 per year. Fee schedules do not include internal fund fees, outside manager fees (if applicable), or any non-trading related transaction costs.
The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation.
Phone: 617-849-8019
Fax: 617-849-8023
Email: info@breakwaterfinancial.com
75 Second Avenue, Suite 605 Needham, MA 02494
