1213 Culbreth Drive
Do you understand the services offered under your current fee arrangement? We want you to fully understand the services you are paying for, and what you will receive. The services we offer, and the pricing for each, allow you to make informed decisions for the services you feel are appropriate for you. This is why we offer financial planning and asset management services independently, and both may be bundled as part of your financial relationship with Inspire.
We believe that if you exclusively pay an asset management (AUM) fee for your financial services, that the value of each individual financial planning service (income tax planning, business planning, employee benefits planning, cash flow management planning, insurance planning, estate planning, retirement planning, investment planning) may become diminished, or even lost.
This is why we charge a financial planning fee for your initial financial plan, and a separate asset management fee for those who would like us to manage their portfolio(s).
In addition to being more transparent, we feel this separation gives the financial planner the freedom to focus on specific areas of your financial situation that may otherwise not be addressed. Through this comprehensive style of financial planning, you also minimize the possibility that a critical aspect of your plan could be overlooked.
Below are a few areas that may not be examined as thoroughly when comprehensive financial planning service fees are not independent from AUM service fees:
For a free review of your current portfolio, please give us a call or click here to schedule an appointment. (910) 448-1450.