URL details: ogwinplanning.com/our-fees
URL title:
Our Fees | O'Gwin Planning, LLC
URL description:
We strive to make our fee structure straightforward and easy to understand. We charge a flat fee for financial planning and a fee for portfolio management that is based on a percentage of the assets we manage for you. A minimum household balance of $500,000 is generally required for clients who seek both asset management and financial planning services. However, this requirement may be waived on a case-by-case basis.
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