We hope you enjoy learning more about Trafalgar Wealth Management. Please give us a call to schedule a meeting to discuss, at no charge, how we might help you.
We are focused on wealth management. We help you thoroughly understand and improve your financial situation through the following services:
• Fee-based financial planning
• Investment management and consulting
• Retirement planning services
• Education planning services
• Estate and wealth transfer services
It is very important to us that we offer our clients a range of choices. We let our clients tell us what works best for them. The mutual funds we select are all no load or load waived funds as we believe its critical to keep costs low to minimize drag on a client's investment performance.
Financial Planning Advice / Hourly Consulting: $199/hour
Comprehensive Financial Planning: We set a flat fee that covers consulting through the delivery of your financial plan. A comprehensive plan generally takes 6-8 hours to complete and includes 3 meetings. We will provide Morningstar reports for each investment currently owned. We will also run Morningstar reports for every investment option in a client's 401(k) or 403(b) program. These are critical to help clients understand diversification, potential fund overlap, and how best to position their investments for each goal.
Investment Management: We manage investments on a fee basis so that we have total flexibility in the market place to help our clients and make customized changes as needed in your portfolio. This ensures that our goals are aligned with yours as the only objective is to grow the portfolio and beat the market while taking on less risk than the market.
Services
Annualized Fee
2.00%
1.50%
1.25%
1.00%
0.75%
0.25%
Negotiable
Our investment management fee schedule is currently:
Assets Under Management Annualized Fee
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $749,999
$750,000 - $999,999
$1 - $3 million
Over $3 million
Don't Let This Happen to You!