Investment Management

<$1,500,000: 0.95% Annually

>$1,500,000: 0.75% Annually

Mountain Flower I&P provides sophisticated investment management strategies designed to help you reach your goals.  There are a variety of customized solutions available to meet your needs using mutual funds, ETFs, and individual stocks and bonds.

 

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Clients with <$500,000 can access investment management as an add-on service. Only the first $200,000 in assets will be billed for add-on clients.

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Custodian fees, platform fees and internal expense ratios may apply. 

Financial Planning

See the Packages tab for ongoing planning rates and details

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Professional financial plan: 

$250/hour if enrolled in a financial planning package

$325/hour if not enrolled in a financial planning package

 

The professional financial plan will provide an assessment of your current financial picture. You'll be able to see your opportunities and risks more clearly so you can take action with confidence. 

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With the ongoing financial planning packages, we'll cover topics ranging from foundational basics to strategic planning along with timely considerations to meet your financial needs. There are a variety of plans to choose from. Pick the one that's right for you!

Tax Preparation

Starting at $325 for individuals
Starting at $900 for businesses

$200/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. 

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The tax solution is virtual and is available to clients in every state. 

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Available as an add-on service only 

401(k) Plan Administration

0.25% of plan assets
Minimum of $2,000/year

Small business owners seeking to maximize tax efficiency and improve employee retention can explore upgrading to a 401(k) and profit sharing plan.

 

You'll receive a custom designed plan with the features that matter to you, a menu of investment options, employee education, and confidence that you are meeting your compliance requirements. 

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Third party administration fees, internal fund expenses, record keeping fees, setup and compliance fees may apply.