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.
Thank you for your interest in our Investment Management Package. Send us your contact information, and we’ll be in touch to discuss your next step.
Thank you for your interest in our Wealth Planner Fundamentals Package. Send us your contact information, and we’ll be in touch to discuss your next step.
Thank you for your interest in our Wealth Planner Standard Package. Send us your contact information, and we’ll be in touch to discuss your next step.
Thank you for your interest in our Wealth Planner Premium Package. Send us your contact information, and we’ll be in touch to discuss your next step.
Thank you for your interest in our Wealth Planner Premier Package. Send us your contact information, and we’ll be in touch to discuss your next step.
What Do Our Packages Mean?
For Individuals & Families
Whether your goal is to build a better budget, plan for retirement, save for education, build an investment portfolio,or to protect your assets—our Wealth Builder & Wealth Planner services makes it easier for you to make decisions & enjoy what matters to you most!
For Business Owners
Retain top talent, integrate employee benefits, avoid wearing “too many hats” and prepare for a success transition with our consulting services for business owners. Take advantage of our technology & resources to help you get the most value.
For Institutions & Trusts
High net worth families, foundations & charitable organizations face unique challenges when it comes to protecting their assets—especially when it comes to efficient wealth transfer or preservation. Work with a partner that can navigate the regulations to help you build & protect your wealth.
