Tree Fort Financial has a fee structure for financial planning and investment management. We act as a fiduciary to our clients. Our fees are transparent and clear, and we charge our clients directly for the services we provide. We don’t accept commissions or other forms of payment.
Tree Fort Financial charges a one-time fee for an initial financial plan. The fee ranges based on the complexity of each individual plan, which is customized to fit a client’s specific needs and issues. Contact us to learn more about an initial financial plan and pricing that might fit your circumstances.
For clients who want us to manage investments, we offer a combined ongoing financial planning and investment management program. Tree Fort Financial charges fees based on assets under management and risk tolerance. Fees as of 1/1/2023 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
Jacki Liautaud has a life insurance license but no longer sells life insurance as of 1/1/2023. In the past, she has donated 100% of her commissions back to charity. We receive no other forms of commission-based pay.
Contact us to request our Form ADV for more information.
