STEVE ROBBINS, CFP® is proud to be a fee-only financial planning and wealth management firm. Our fee is figured as a percentage of assets under our management and ranges from 0.62% - 2.00% annually based on account size. For a listing of the services we provide that are inclusive of this annual fee, visit the 50 Things We Do page of this site.
We have no financial planning account minimums. We work with everyone who has the desire to improve their financial situation and begin or customize a savings plan toward reaching their retirement or other financial goals.
Unlike many other advisors, we do not have any minimum required contract period. Essentially fees are paid based on the number of days we provide management. There is no fee or other cost to begin. We've set it up this way so that we never forget that we must earn your business each day. For a copy of our company Form ADV Part 2, which discloses current business practices and our detailed fee schedule, email Info@SteveRobbinsOnline.com.