We hope you find our website informative and helpful in determining if ALFP is a good fit for your needs. As an additional resource, we have prepared below a list of common questions we receive from prospective clients along with our answers, for your reference. This list is not meant to be exhaustive and we are always happy to discuss our service and your specific situation upon request.
Do I need to have a minimum amount of investment assets to become a client?
No, we do not have investment asset minimums. We charge a flat annual fee based on net worth. Our main focus is the middle income sector. We phase the standard annual fee over 4 years $3,500 to $15,000 the first year, depending on complexity of situation. In subsequent years, the fee is approximately 50%-60% of first-year fee ($2,000 minimum).Download the ALFP Firm Brochure for details.
Do you charge for an initial meeting?
No, the initial meeting is free and is designed to determine if there is a good fit between your needs and our services.
What does your fee include?
Our fee includes all initial and ongoing financial planning and investment management services. We do not charge an additional fee for preparing tax returns. Tax planning is included.
Can I receive services on an hourly basis?
We work solely on a retainer basis.
Can I have you complete just a financial plan for me?
We provide comprehensive financial planning on an on-going basis designed to help you achieve your long-term goals. We therefore do not prepare one-time financial plans.
Frequently Asked Questions
Can you just manage my investments?
We believe that we cannot properly manage client assets in isolation and that investment management needs to be performed as part of a comprehensive on-going financial planning engagement.
What do I need to prepare for the initial meeting?
We will have you complete a questionnaire and provide some additional information regarding your assets and liabilities in order to have as productive a meeting as possible. All information received is treated in strict confidence.
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