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Services and Fees: Ongoing Management

On-Going services provides a continuing relationship.  These services include all pertinent financial planning as well as on-going investment management. Clients that utilize our On-Going services benefit from us managing their portfolio and  ‘’doing the work”.  Milne Financial Planning assists in implementing the recommendations and monitoring that clients remain on track.  Included in our Ongoing service is phone and email support during the year.  

Our Ongoing service has a minimum annual fee of $5,000.  Fees consist of an Ongoing Financial Planning fee plus an AUM (Assets Under Management) percentage.   Fees are determined by the complexity of each client's unique financial situation.  If a client engages in one of our One time services before becoming an Ongoing client, a discount is available on the first-year's Ongoing fee.   

Feel free to contact us to discuss your needs and how we can best assist you.  We welcome the opportunity to work with you.