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We believe our retirement planning price is worth multiples of what a client pays for it.

Pricing:

Our fee is 0.75% per year on money we manage for you and this fee covers all of your retirement planning needs, however pricing without context can be confusing, so we ask that you read why you should work with us and then contact us for pricing specifics.


We specialize in working with people transitioning into retirement who need help managing and investing $750,000 or more of retirement assets.


Our fees are billed quarterly in advance, and deducted directly from client’s accounts.

*Pricing example-$1,000,000 x 0.75% = $7,500/year billed quarterly at $1,875 on the first day of each quarter. (January 1, April 1, July 1. October 1) The fee is deducted directly from you investment accounts. We offer a price break for all accounts over $3 million. Contact us for specifics.

There is no long term contract to sign. Our relationship with you is day by day. If at any time you feel we aren't increasing your time, money and peace of mind then we shake hands and part ways as friends. We will refund your money for that quarter and help you transfer your assets to your new advisor. 


How We Earn Our Fee:

We believe the most valuable services we offer are increasing your time, money and peace of mind.


Time- Does it seem likely to you that we could increase your time by at least 1% per year by managing and monitoring your retirement plan?

Money- Does it seem likely to you that we could increase your long-term investment return by at least 1% more per year than you might obtain on your own?

Peace of mind- Does it seem likely to you that we could increase your peace of mind by at least 1% per year by helping you avoid financial mistakes that you might make on your own?


If you believe any combination of the questions above are worth at least 1% to you then we should talk. 


Price includes:

All of your retirement income and investment planning needs. This is NOT a comprehensive list. 

  • Identify and get a complete understanding of your retirement goals

  • Establish a retirement income and investment plan based on your retirement goals

  • Create a diversified portfolio designed to accomplish your retirement goals

  • Standing between you and your impulses to derail your plan.

  • Regular rebalancing of investments to maintain Investment Plan

  • Annual review and update of your plan to make sure you’re on track

At 80/20 we focus on outcomes we can control. We identify your retirement goals, establish a plan for achieving them, and then create a portfolio to accomplish them.


At 80/20 we don't sell. We help. Schedule your retirement consultation today. The consultation is free and without obligation.