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Financial Planning Fee Structure

We Offer A Variety Of Options To Manage Your Financial Assets

FEE OFFSET

We Charge a One-time Fee to Develop a Comprehensive Financial Plan. Designed Around Your Needs.

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FEE BASED

Investors Have Access to a Variety of Stocks, Bonds, ETFs and Mutual Funds on a NO LOAD Basis. 

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COMMISSION

A Service Charge Assessed for the Purchase or Sale of a Security and Referred to as Front-end Sales Load.

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Michael Phillips Black Wealth Management Does Not Charge For An Initial Planning Meeting. We Discuss Your Needs And The Scope Of Our Potential Relationship.

(Please Note: Minimum Portfolio Requirement of $500,000)

 

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