7 Saturdays Financial is proud to be a flat-fee wealth management firm.
That means a flat annual fee (in dollars), 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
Tax-efficient charitable giving,
Insurance guidance,
and more
SUPPORT
Expert guidance from a CFA
Charterholder and
CFP® Professional
Two formal Strategy meetings
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
Minimum Fee
Includes professional management
of a diversified,
low-cost portfolio
$12,000
/year
We will provide a proposal for working together when we review your Free Retirement Roadmap™.
Situations with above-average complexity will result in a proposal higher than our minimum.
Full-Service Wealth Management
Financial planning and investment management
with unlimited access to your advisor
PLANNING
Retirement plan optimization
Investment management
Lifetime tax strategy
Tax-efficient charitable giving,
insurance guidance,
and more
SUPPORT
Expert guidance from a
CFA Charterholder and
CFP® Professional
Two formal Strategy meetings
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
Minimum Fee
Includes professional management
of a diversified, low-cost portfolio
$12,000
/year
We will provide a proposal for working together when we review your Free Retirement Roadmap™.
Situations with above-average complexity will result in a proposal higher than our minimum.
Unfortunately, the legacy “percent of assets” model causes many families to overpay for wealth management.
Use this table to understand the fees you’re paying to your current advisor.
| Portfolio Value | 0.5% Fee | 1.0% Fee | 1.5% Fee |
|---|---|---|---|
| $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 |
| $5,000,000 or more | You probably | don’t want | to know! |