Pricing
At Thayer Financial, we strive to make pricing for our services as clear, fair, and transparent as possible.
As your partner in prosperity, it is our job to help you make the right choices to achieve your financial goals, and that starts by deciding if we are the right financial advisory firm for you. At Thayer Financial, our services are tailored towards individuals and couples with over $750,000 in investable assets or businesses that layers in complexity to their finances. As your financial advisor, we will provide a wide variety of services ranging from estate planning, tax planning, retirement planning, day-to-day inquiries, and more.
As each clients’ needs differ from the other, we understand there cannot be a one size fits all method for pricing, but there is a $7,500 minimum annual fee. For more information on our investment management fee schedule, pricing, and payment options, please contact us to learn more.
| First $250,000 | 1.15% |
| Next $250,000 ($250,001 – $500,000) | 1.05% |
| Next $500,000 ($500,001 – $1,000,000) | 0.95% |
| Next $1,000,000 ($1,000,000 – $2,000,000) | 0.85% |
| Next $3,000,000 ($2,000,001 – $5,000,000) | 0.50% |
| Above $5,000,000 | 0.30% |
The quarterly fee for a $1M account is determined by the following calculation: (($250,000 x 1.15%) + ($250,000 x 1.05%) + ($500,000 x 0.95)) ÷ 4 = $2,562.50.
Evaluation of all assets and liabilities. This gives us the best understanding of your financial wellness.
What To Expect
Through account aggregation, we maintain an up-to-date balance sheet, including:
Our clients are nearing retirement and need to make sure they are making the best decisions for themselves.
What To Expect
We help to minimize current and future income taxes as a part of your overall financial planning picture.
What To Expect
Tax planning will include recommendations around the following:
Analysis of your current estate plan, which may include whether you have a will, powers of attorney, trusts, and other related documents.
What To Expect
Review of existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home, and automobile insurance.
What To Expect
Examples include purchasing a new home or other large purchases, advantages to pay off loans early, and any other financial question you may have.
What To Expect
You name it, we’ll discuss it!