All-In Service · All-In Fee

Transparent · Comprehensive · Fiduciary

All LaxFP Services are Included on a Sliding-Fee Schedule

LaxFP's Sliding Fee Schedule

Other Financial Companies*
All-In Avg. Cost: >3%*

Most firms lack essential services.
Many have layers of hidden commissions and fees that add up. 

Case Study: Sue & Bob

Case Study: Bob & Sue
  • Total Annual Cost: $91,000/yr
  • Investment Income: $80,000/yr
  • Professional’s Pay: $138,000
  • Tax Planning: Not Offered
  • Tax Prep: $200-$500+
  • Estate Plan: $2,000-$10,000+
View Case Study
  • Investment Management
  • Advisory Fee on Investment: 0.8-1.5%
  • Platform Fee on Investment: 0.0-0.4%
  • Expense Ratios in Funds: 0.1-1.0%
  • All-In Investment Fees: 1.3-2.5%*
  • Financial Planning
  • Most Firms Don’t Offer Planning
  • Planning Fee: $2,000-$10,000+
  • Commissions
  • Insurance Commission on Premium: 50-100%
  • Annuity Commission on Investment: 3-10%
  • Mutual Fund Commission on Investment: 3-5%
  • Tax Prep & Filing
  • Most Firms Don’t Offer Tax Prep
  • CPA Fee: $200-$500+
  • Estate Documents
  • Most Firms Don’t Offer Estate Documents
  • Attorney Fee: $1,500-$9,500+

*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.

La Crosse Financial Planning
All-In Cost Avg: ~1%*

All LaxFP Services are included.
Fees are transparent through an asset-based fee schedule.

Case Study: Chuck & Diane

  • Total Annual Cost: 0.58%
  • Investment Income: $165,000/yr
  • Planner’s Pay: Salaried
  • Tax Planning: Included
  • Tax Prep: Included
  • Estate Plan: Included*
View Case Study
  • All Services are Included*
  • On the First $500,000 of Assets: 1.50%
  • Between $500,000 & $1,000,000: 0.50%
  • All Assets Above $1,000,000: 0.25%
  • Investment Management
  • All Account Types
  • Behavioral and Evidence-Based Advice
  • Financial Planning
  • Covering All Areas of Personal Finance
  • One-Page Financial Plan and Implementation
  • No Commissions
  • “Fee-Only” = No Commissions. Ever.
  • No Sales Quotas or Biased Advice
  • No Sales Culture or High Pressure
  • Tax Prep & Filing
  • The Only Firm that Does It All
  • Included at No Extra Cost
  • Estate Documents
  • Essential Estate Documents
  • Included at No Extra Cost

*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.

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