Cognition Planning Pricing
Designed for Entrepreneurs
Overview
Our Cognition Planning includes a wide range of services to address the personal and business financial needs of entrepreneurs. This comprehensive package is built to support your journey of growth and beyond, whether you are a start-up or well-established business.
Services Included:
Business Services
Salary review & tax planning
Owner’s pay analysis
Exit planning
Cash flow planning
Financial report review
Equity compensation planning
Bookkeeping setup support
Business structure strategy
Company benefit planning
Retirement plan setup and maintenance
Financial Planning
Life planning
Debt payoff plan
Credit card strategy
Retirement strategy
College savings
Risk management
Risk & Estate
Insurance planning
Asset protection
Estate planning
Real estate analysis
Investment & Tax
Investment management
Tax-advantaged investing
Tax planning
PRICING
Starting at $2,000/year
Includes quarterly review meetings and check ins as needed.
Assets Under Management (AUM)
Opt for our AUM service to integrate comprehensive investment management into your financial plan. After year one, all Cognition Planning Package services above are included for free for clients with $150,000 or more in managed assets.
Fee Structure
| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 - $500,000 | 1.00% |
| $500,001 and Above | .75% |
Calculation Example
For assets under management of $750,000, the fee would be calculated as follows: (($500,000 * 1.00%) + ($250,000 * 0.75%)) ÷ 12 = $572.92 per month.
Household Policy
Accounts of the same household members may be combined to qualify for lower fee brackets and free financial planning services, ensuring your entire family’s portfolio benefits from our comprehensive planning and management.
Customization and Support
Assistance for Varied Budgets
Your financial goals are unique, and we understand that one size doesn’t fit all. If our standard services don’t fit your current budget, don’t hesitate to reach out. Email us at jason@cognition.financial to discuss your situation, and let’s work together to tailor a plan that meets your needs.
