FINANCIAL PLANNING
It all starts with a customized Financial Plan to serve as your roadmap to financial freedom and confidence. Whether buildng your future, or preserving your accumulated wealth, at Hawkeye Financial Group, we're here to help you achieve your financial goals.
Appropriate for entrepreneurs, CEO founders, wealth creators, executives and partners with $2,000,000 (+) in investable assets or $10,000,000 (+) net worth. The GOLD plan is includes comprehensive investment management, advanced tax strategies and estate planning, quarterly trading, rebalancing and reviews. The GOLD Plan is most suitable for those with complex, or focused financial planning needs. The fee for this plan begins at $9,750 and may be increased based on your individual needs.
Appropriate for the business owner with $1,000,000 (+) in investable assets and a net worth of $5,000,000 (+). The SILVER plan includes retirement planning, cash flow and budgeting, risk management, insurance planning and annual reviews. SILVER services also include tax reviews and basic estate planning in coordination with your CPA or attorney. The fee for this plan is $5,000.
Appropriatre for the successful wealth creator with $1,000,000 (+) in investable assets and a net worth under $5,000,000. The BRONZE plan includes retirement planning, cash flow and budgeting, risk management and insurance planning and tax and estate planning when necessary. Annual reviews are also included. The fee for this plan is $2,700.
The financial planning fees described above may increase or decrease depending on the complexity of your individual Financial Plan, or the assets upon which your Financial Plan is based. Financial Plans are sold pursuant to a Financial Planning Agreement (FPA) between Cambridge Investment Research, Inc. and you, the client, pursuant to the terms and conditionas contained therein. Please consult the FPA for the fee applicable to your Financial Plan. In the event of a discrepancy between the fees listed above and the fee on your FPA, the fee listed on your FPA will control.
INVESTMENT MANAGEMENT FEES
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Managed Assets
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Fees
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|---|---|
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Assets to $1,000,000
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1.5%
|
|
Assets from $1,000,001 to $2,000,000
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1.25%
|
|
Assets from $2,000,001 to $5,000,000
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1.0%
|
|
Assets from $5,000,001 to $10,000,000
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.85%
|
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Assets from $10,000,001 to $20,000,000
Assets from $20,000,001 to $40,000,000
Assets from $40,000,001 and above
|
0.70%
0.60%
Negotiable
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Hawkeye Financial Group is not a subsidiary of nor controlled by Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. does not provide tax or legal advice.
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