Tree Fort Financial Fee Structure

Tree Fort Financial has a fee structure for financial planning and investment management.

Tree Fort Financial charges a one time fee for initial financial planning work. The fee ranges based on the complexity of each individual plan, which is customized to fit each client’s specific needs and issues. Contact us to learn more about financial planning.

Regarding investment management, Tree Fort Financial charges fees based on assets under management and risk tolerance. Fees as of 1/1/2021 and subject to change:

1.2% of assets under management for conservative and moderate risk tolerance

2.2% of assets under management for special, or BOCX, risk tolerance

Tree Fort Financial also offers a performance-based fee structure only to qualified clients. See BOC Portfolio for more information.

Jacki Liautaud has a life insurance license and donates 100% of her commissions back to charity. We receive no other forms of commission-based pay.