What are the PFP Group fees for services?
The different fee structures are designed to provide a fair and reasonable fee for clients who have different needs, income, and types of wealth. The purpose of the different fee structures is to reflect the client who simply wants some financial advice on specific questions or topics, the client who wants advice and/or implementation on a specific project, and a client who wants on-going planning advice on his assets, liabilities, and responsibilities. For example, three clients may have identical income and net worth. Client 1 may simply want advice on a project; Client 2 may have all their assets in liquid assets such as cash, stocks and bonds; and Client 3 may have all their assets in illiquid assets such as commercial or residential properties, a closely held business, land, paintings, or antiques. The maximum fee options, subject to negotiation, are designed to reflect the appropriate advice in each case. The options are: Financial Plan Only The fee for a stand-alone financial pl
