Services

Simonet Financial Group offers a plethora of options for families and businesses to achieve financial success.

Investment Management Wealth Planner Fundamentals Wealth Planner Standard Wealth Planner Premium Wealth Planner Premier
Meetings Per Year 2 Portfolio Meetings 1 Planning Meeting 2 Planning Meetings 4 Planning Meetings Personalized Plan
Retainer Fees One-Time
$1,500
Annually
$2,800
Annually
$3,300
Annually
$4,000
Annually
$6,500-$25,500
Hours of financial planning and service bank quarterly* 5 10 15 20+
Investment fee schedule for accounts managed directly Standard Preferred Preferred Preferred
Planning Areas Covered
Financial Position Statement check check check check
Cash Flow Planning check check check check
Financial Risk Management check check check check
Employment Benefits Review check check check check
Education Planning * check check check
Estate Planning * check check check
Retirement Planning check check check
Investment Planning * check check
Special Needs & Dependent Care * check check
Small Business Retirement * check check
Tax Planning Coordination (with your tax advisor) check check
Executive Compensation * check
Charitable Planning * check
Business Succession * check
Family CFO Services check
Trust Services check
Complex Scenarios check
I’m Interested I’m Interested I’m Interested I’m Interested I’m Interested

 

Household Assets Directly Managed Standard Fee Preferred Fee †
0 – $5,000,000 1.25% 1.15%
$5,000,001 – $10,000,000 1.00% 0.90%
$10,000,001 and up 0.65% 0.55%
Investment Management
Wealth Planner Fundamentals
Wealth Planner Standard
Wealth Planner Premium
Wealth Planner Premier
Household Assets Directly Managed, Standard v. Preferred

Investment Management

Meetings Per Year 2 Portfolio Meetings
Retainer Fees One-Time
$1,500
Hours of financial planning and service bank quarterly*
Investment fee schedule for accounts managed directly
Planning Areas Covered
Financial Position Statement
Cash Flow Planning
Financial Risk Management
Employment Benefits Review
Education Planning
Estate Planning
Retirement Planning
Investment Planning
Special Needs & Dependent Care
Small Business Retirement
Tax Planning Coordination (with your tax advisor)
Executive Compensation
Charitable Planning
Business Succession
Family CFO Services
Trust Services
Complex Scenarios
I’m Interested

Professional money management and investment oversight based on your individual goals, risk tolerance, and time horizon. Through our partnerships, you have access to some of the most experienced money managers available. Investment strategy will have a long-term view and structure based on a written Investment Policy Statement.

Wealth Planner Fundamentals

Meetings Per Year 1 Planning Meeting
Retainer Fees Annually
$2,800
Hours of financial planning and service bank quarterly* 5
Investment fee schedule for accounts managed directly Preferred
Planning Areas Covered
Financial Position Statement check
Cash Flow Planning check
Financial Risk Management check
Employment Benefits Review check
Education Planning *
Estate Planning *
Retirement Planning
Investment Planning
Special Needs & Dependent Care
Small Business Retirement
Tax Planning Coordination (with your tax advisor)
Executive Compensation
Charitable Planning
Business Succession
Family CFO Services
Trust Services
Complex Scenarios
I’m Interested

Whether you are fresh out of college, starting over financially, changing careers, or getting your financial life together, the Wealth Builder Fundamentals Program can help. This program is designed to introduce individuals and families to personal financial management through online education, premier financial tools, and access to a financial professional when needed.

Wealth Planner Standard

Meetings Per Year 2 Planning Meetings
Retainer Fees Annually
$3,300
Hours of financial planning and service bank quarterly* 10
Investment fee schedule for accounts managed directly Preferred
Planning Areas Covered
Financial Position Statement check
Cash Flow Planning check
Financial Risk Management check
Employment Benefits Review check
Education Planning check
Estate Planning check
Retirement Planning check
Investment Planning *
Special Needs & Dependent Care *
Small Business Retirement *
Tax Planning Coordination (with your tax advisor)
Executive Compensation
Charitable Planning
Business Succession
Family CFO Services
Trust Services
Complex Scenarios
I’m Interested

Designed to address the most common financial issues facing Americans today, Wealth Builder Standard provides complete financial and ongoing counseling. This program is recommended for growing families & individuals focused on establishing a solid foundation for their financial future.

Wealth Planner Premium

Meetings Per Year 4 Planning Meetings
Retainer Fees Annually
$4,000
Hours of financial planning and service bank quarterly* 15
Investment fee schedule for accounts managed directly Preferred
Planning Areas Covered
Financial Position Statement check
Cash Flow Planning check
Financial Risk Management check
Employment Benefits Review check
Education Planning check
Estate Planning check
Retirement Planning check
Investment Planning check
Special Needs & Dependent Care check
Small Business Retirement check
Tax Planning Coordination (with your tax advisor) check
Executive Compensation *
Charitable Planning *
Business Succession *
Family CFO Services
Trust Services
Complex Scenarios
I’m Interested

Affluent families and business owners have unique financial concerns. Taxes, regulations, and estate issues can have a much larger effect on their financial well-being. Wealth Builder Premium integrates fundamental planning with advanced strategies to address these complex issues and more.

Wealth Planner Premier

Meetings Per Year Personalized Plan
Retainer Fees Annually
$6,500-$25,500
Hours of financial planning and service bank quarterly* 20
Investment fee schedule for accounts managed directly Preferred
Planning Areas Covered
Financial Position Statement check
Cash Flow Planning check
Financial Risk Management check
Employment Benefits Review check
Education Planning check
Estate Planning check
Retirement Planning check
Investment Planning check
Special Needs & Dependent Care check
Small Business Retirement check
Tax Planning Coordination (with your tax advisor) check
Executive Compensation check
Charitable Planning check
Business Succession check
Family CFO Services check
Trust Services check
Complex Scenarios check
I’m Interested

Wealth Builder Premier integrates world class resources in a team-based approach designed to address the needs of high net worth families and business owners.

Household Assets Directly Managed, Standard v. Preferred

Standard Fee Preferred Fee ‡
0 – $5,000,000 1.25% 1.15%
$5,000,001 – $10,000,000 1.00% 0.90%
$10,000,001 and up 0.65% 0.55%

check Planning area included in retainer fee.
* Optional planning area available at additional cost.
* Additional time billed per hour between $200–$250.
† Client must be actively subscribed in Financial Planning Package to receive Asset Management Fee.

What Do Our Packages Mean?

Illustration of a family home, a small business, and an institutional building
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