Services for Individuals
Investment Management + Financial Planning
Pricing starts at 0.95% of assets and scales down based on assets under management
Mountain Flower I&P provides sophisticated investment management strategies designed to help you reach your goals and make a positive impact along the way. There are a variety of customized solutions available to meet your needs using mutual funds, ETFs, and individual stocks and bonds.
Your accompanying personal financial plan will provide an assessment of your current financial picture and help you prepare for retirement, college, home purchases, debt repayment and other life goals. You'll be able to see your opportunities and risks so you can take action with confidence and optimize your financial picture.
Get support to help implement your plan while your financial picture transitions to a maintenance stage. Then update your plan and get financial advice on an annual basis, as opportunities arise, and as life changes.
A personal financial plan and ongoing financial planning are included in the investment management fees for clients with more than $500,000 in investments. Financial planning at the hourly rate of $250/hour is available on a limited basis.
Starting at $325 for individuals
$250/hour for one-off situations and complex needs
Clients can utilize the knowledgeable CPAs at XY Tax solutions to get professional tax preparation and tax planning solutions. Tax reviews and amendments are also available. The tax solution is virtual and is available to clients in every state.
Available as an add-on service only. Mountain Flower Investments & Planning does not provide tax advice.
Depending on the complexity of your estate planning needs, you may need anything from a free online will to an estate plan created by an estate planning attorney.
Clients with average complexity can utilize estate planning services through Mountain Flower I&P via Helios, which is backed by knowledgeable estate planners.
Available as an add-on service only. Mountain Flower Investments & Planning does not provide legal advice.
Create an estate plan via Helios: $750
Update an estate plan created via Helios: $150
Review an existing estate plan: $150