All-In Service · All-In Fee
Transparent · Comprehensive · Fiduciary
All LaxFP Services are Included on a Sliding-Fee Schedule
Case Study: Sue & Bob
*Firms and financial professionals vary widely in their services and costs. This is an average of what we see other firms charging clients who have come to us.
Case Study: Chuck & Diane
*All our services are charged according to to our fee schedule or $900 per quarter, whichever is greater. Clients with less than $250,000 will be subject to our minimum fee. All-In Services are charged quarterly and require a four quarter commitment. After 12 months you may continue with our All-In Service or switch to Investment Only and pay 1.5% of invested assets (minimum $150 per quarter). See the Financial and Investment Planning Agreement for more details.