Investment Management

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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

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Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

Level Up Your Financial Skills

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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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