Services
Experience retirement in perfect harmony
Your Full-Service Retirement Solution
Wealth Management
For retirement savers who invest $750,000 or more with Stage Ready Financial Planning, Wealth Management
includes the powerful combination of ongoing financial planning and professional investment
management. Let Stage Ready Financial Planning handle the math, so you can enjoy the music.
Ongoing Financial Planning Includes
- Organizing & Simplifying Your Financial Life
- Retirement Planning & Goal Planning
- Cash Flow Planning
- Asset Allocation Planning
- Tax Planning
- Social Security & Medicare Planning
- Retirement Income & Pension Planning
- Insurance & Estate Planning
Investment Management Includes
- Professional Management
- Tailored Investment Portfolios
- Income Guardrails Planning
- Contribution and Withdrawal Guidance
- Required Minimum Distribution (RMD) Planning
- Roth Conversions
- Beneficiary Updates and Gifting
- Tax Efficient Investing
Cost of Wealth Management
Assets
Annual Cost
$0 – $999,999
1.00%
$1,000,000 – $1,999,999
0.85%
$2,000,000 +
0.70%
| Assets | $0 – $999,999 |
|---|---|
| Annual Cost | 1.00% |
| Assets | $1,000,000 – $1,999,999 |
|---|---|
| Annual Cost | 0.85% |
| Assets | $2,000,000 + |
|---|---|
| Annual Cost | 0.70% |
*The minimum account size requirement is $750,000 to open or maintain an account under our management. The minimum requirement is based upon the aggregate value of investment advisory accounts in the household. We may reduce or waive the minimum account size requirement on a case-by-case basis. The annual advisory fee is paid quarterly [in arrears] and is based on the account(s) average daily balance.