7 Saturdays Financial is proud to be a flat-fee wealth management firm.
That means a flat-fee including investment management.
This modern pricing model is transparent, reduces conflicts of interest, and is
often a better value than asset-based pricing.
Full-Service Wealth Management
Financial planning and investment management with on-demand access to your advisor
PLANNING
Retirement plan optimization
Investment management
Lifetime tax strategy
Employee benefits, estate,
education planning,
and more
SUPPORT
Expert guidance from a
CFA® charterholder
Two planning reviews per
year
On-demand support via phone,
email, in-person/Zoom meetings
Collaboration with other
service professionals
RESOURCES
Financial planning dashboard
Cash flow / budgeting tool
Real-time monitoring
Secure file vault
Ongoing services may be the best fit if:
✓ You prefer to delegate
✓ You want guidance on many different topics as they come up
✓ You'd like to spend less time managing your finances
✓ You want continuing support from a trusted guide
Financial Planning +
Investment Management
For individuals
For couples
Includes professional management
of a diversified,
low-cost portfolio
$10,000
/year
$12,000
/year
Billed quarterly, can be paid from
investment accounts
or ACH
Learn more about
*Pricing is for typical scenarios, extraordinarily complex situations will require a custom proposal
comprehensive financial planning
Full-Service Wealth Management
Financial planning and investment management
with unlimited access to your advisor
PLANNING
Retirement plan optimization
Investment management
Lifetime tax strategy
Employee benefits, estate,
education planning,
and more
SUPPORT
Expert guidance from a
CFA® charterholder
Two planning reviews per
year
On-demand support via phone,
email, in-person/Zoom meetings
Collaboration with other
service professionals
RESOURCES
Financial planning dashboard
Cash flow / budgeting tool
Real-time monitoring
Secure file vault
Ongoing services may be the best fit if:
✓ You prefer to delegate
✓ You want guidance on many different topics
✓ You'd like to spend less time managing your finances
✓ You want continuing support from a trusted guide
Financial Planning +
Investment Management
For individuals
For couples
Includes professional management
of a diversified, low-cost portfolio
$10,000
/year
$12,000
/year
Billed quarterly, can be paid from
investment accounts or ACH
Learn more about
*Pricing is for typical scenarios, extraordinarily complex situations will require a custom proposal
comprehensive financial planning
Use this table to understand your annual fees under the traditional asset-based model.
| Portfolio Value | 0.5% Fee | 1.0% Fee | 1.5% Fee |
|---|---|---|---|
| $500,000 | $2,500 | $5,000 | $7,500 |
| $1,000,000 | $5,000 | $10,000 | $15,000 |
| $2,000,000 | $10,000 | $20,000 | $30,000 |
| $3,000,000 | $15,000 | $30,000 | $45,000 |
| $4,000,000 | $20,000 | $40,000 | $60,000 |