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FEE OVERVIEW

Up-Front Planning Fee

Starting at $2,400
one-time

Ongoing monthly retainer

$99-249/month
after 1st year*

Investment Management

Varies from 1%-0.5%

Our typical clients are families and people who strive to be successful and are willing to learn.

In addition, you will be a great fit if you:

Who is a typical Brammer Financial client? 

prefer to delegate to an expert so you can enjoy your life.

want a non-cookie cutter approach to your personal financial situation.

want to have a financial model instead of a one-time plan

Ready to get started?

Investment Advisory Services offered through Elevated Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Please review Important Disclosure Information set forth in page link below.

 

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