Impact Financial Planners´ Services
Impact Financial Planners (through AIO Financial) are fee only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product.
A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.
Tap on our service categories below for details about each.
Investment Review & Management
Analyze your current portfolio
With you, construct an individualized diversified portfolio
Evaluate as many options as needed
Regularly review and re-balance
Incorporate your values in your investment portfolio
Evaluate spending needs and retirement goals
Evaluate various scenarios of different income and expenses
Develop plans that meet income or expense objectives
Tax Planning & Projections
Review past tax returns
Discuss tax laws and ways to minimize your tax liability
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes
Review existing estate plan
If needed, help getting estate plan documents
Evaluate and advise on account beneficiaries
This is our only compensation, we do not receive any commissions or sell any products. Our annual fee is based on the amount of assets that you want us to manage, as follows:
($500/quarter minimum fee)
On the first $500,000 (1.00%)
On the next $500,000 (0.70%)
On the next $1,000,000 (0.50%)
On the next $10,000,000 (0.30%)
Above $12,000,000 (negotiated)
Get a free Socially Responsible Investment Guide
Learn about making an impact with your investments.
AIO Financial, 520-325-0769