Clearstream Planning
  • Home
  • Short Term Planning >
    • A Sample of Project-Based Services
    • College Funding & Financial Planning
    • Medicare Planning Services
  • Comprehensive Planning >
    • A Sample of Services
    • The Process
    • How We Work With You
  • About
  • Contact
Schedule a call
  • Home
  • Short Term Planning >
    • A Sample of Project-Based Services
    • College Funding & Financial Planning
    • Medicare Planning Services
  • Comprehensive Planning >
    • A Sample of Services
    • The Process
    • How We Work With You
  • About
  • Contact

Flat Fees

WHAT DO OUR FEES COVER?

Initial Financial Plan 
​
(Standard One-Time Charge is $2000.00):

The initial construction of the financial plan ranges in cost, but is typically $2000.00.  The initial cost depends on the length of time required to complete and deliver the plan. It is dependent on several factors including the needs of the Client, the Client’s ability to provide any necessary information, and documentation, as well as the complexity of their financial situation.​
 
Ongoing Financial Planning Services
​Option #1 for DIY Investors
​(
Standard Charge is $500.00 per Month):
Appropriate for the DIY investor who is comfortable implementing an investment plan but who may want a second opinion on constructing a well-diversified, tax-efficient portfolio of mutual funds and ETFs. As a continuation to the initial financial plan, ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc.
 
The monthly fee is typically $500.00 per month, but is dependent upon variables including the specific needs of the client, complexity, estimated time, research, and resources necessary to provide the required planning services.
 
Ongoing Financial Planning Services
​Option #2 Includes Active Investment Management Services 
​(Standard Charge is $700.00 per Month):
Appropriate for the client who wants us to manage a well-diversified, tax-efficient portfolio of mutual funds and ETFs. A full financial plan along with ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc. As a continuation to the initial financial plan, ongoing services will be provided upon the agreed areas of the financial planning spectrum: investment planning, estate planning, health and medical insurance planning, tax planning, college planning, retirement planning, etc.
​
The monthly fee is typically $700.00 per month, but is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors.

​
Project Based Planning

Project-Based Financial Planning is centered around a specific need for a limited duration of time (usually 3 months, but can vary).
​
For some services, like Late-Stage College Financial Planning, the flat fee and the services provided are specified. For other Project-Based Financial Planning, the flat fee is based on the estimated time needed to fulfill the project.
​​
              . 

        .

Picture
Contact Clearstream Planning​

PHONE
215.650.7279

EMAIL

[email protected]



schedule a call
ADV Part 2 Brochure
Clearstream Planning, LLC is a registered investment advisor offering advisory services in the State of Pennsylvania and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
 
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Clearstream Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Clearstream Planning, LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Clearstream Planning, LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Clearstream Planning, LLC or a Clearstream Planning, LLC authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.