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.
FEE BASED
Investors Have Access to a Variety of Stocks, Bonds, ETFs and Mutual Funds on a NO LOAD Basis.
COMMISSION
A Service Charge Assessed for the Purchase or Sale of a Security and Referred to as Front-end Sales Load.
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)
