Investment Management

Values and Fees

Open World Financial Life Planning offers investment management services as an add-on for our clients. We designed the service for clients who want someone else taking care of the day-to-day and don’t mind paying a reasonable cost. It also helps that we’ve already done a lot of the long-term work through planning!

< $500K

Account Value $0 - $500,000 Annual Advisory Fee 0.65%

$500K – $1M

Account Value $500,001 - $1,000,000 Annual Advisory Fee 0.5%

> $1M

Account Value $1,000,001 and Above Annual Advisory Fee 0.4%

Complimentary First Meeting

We offer a Complimentary First Meeting to describe our services, and to see if our services are right for you.

Fun Facts

Here are some interesting facts about investing and financial planning that might surprise you!

0 %

of Americans don't have a written financial plan.

Source: Charles Schwab

0 %

of Americans spend more than they earn.

Source: AARP

0 %

of student loan borrowers don't understand repayment plans

Source: Student Loan Hero

0 %

of adults find investing to be scary or intimidating

Source: Ally Financial