FRYE FINANCIAL
Client Engagement Options
Financial Planning Services:
Platinum Level Planning Services
Designed for clients who have complex planning needs requiring multiple professionals
Services Offered:
Core Topics
Financial Position Review
Cash Flow
Net Worth
Protection Inventory
Basic Estate Review
Goal Based Topics
Retirement
Education
Other Accumulation Goals
Future Financial Position Planning
Estate Planning
Employee Benefits Planning
Investment Planning
Income Tax Planning
Access to Advanced Planning Specialists
Executive Benefits Planning
Business Financial Planning
Special Needs Planning
Divorce Financial Planning
Coordination with Outside Professionals
Accountants
Attorney
Client Service
Up to 4 In-Person Meetings per Year and (8) monthly virtual meetings/conference calls
Fee for Service: $3000-$10000 initial and $2400-$4800 annually
*exceptional planning circumstances may result in higher fees and are addressed on an individual basis
Gold Planning Services
Designed for clients who want Ongoing Financial Planning advice that looks at their whole financial situation
Services Offered:
Core Topics
Financial Position Review
Cash Flow
Net Worth
Protection Inventory
Basic Estate Review
Goal Based Topics
Retirement
Education
Other Accumulation Goals
Future Financial Position Planning
Estate Planning
Employee Benefits Planning
Investment Planning
Income Tax Planning
Client Service
Semi-Annual In-Person meetings (2) Quarterly Virtual meetings/Conference calls
Fee for Service: range from $1000-$2500 initial and $600-$1200 annually.
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Foundational Strategies
Designed for clients who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning
Services Offered:
Insurance Services
Insurance Needs Analysis
Insurance Strategies
Investment Services
Portfolio Analysis
Brokerage Products
Investment Advisory Service
Client Service
Annual In-Person meeting, (3) Quarterly Virtual meetings/conference call
Implementation Cost
Insurance: Varies based on products
Investment Services: Varies based on products and Account Types
Fee for Service: $500
*see Asset management fee schedule
*Consulting available on an hourly basis where appropriate at the following rates; Financial Planner, $300 per hour, Administrative, $90 per hour.