All-In Service · All-In Fee
Transparent · Comprehensive · Fiduciary
All LaxFP Services are Included on a 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
*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
*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.