From a one-time review of your account to implementing a 401k plan for your employees to on-going portfolio management and comprehensive financial planning we offer a range of services to match your needs. In certain circumstances, fees may be negotiated. Actual fees may be higher or lower depending upon each client’s specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.
For clients that wish to have on-going Portfolio Management and Financial Planning.
Group Retirement Plan Fee
401k, 401a, 403b, 457 - Whichever plan type you offer your employees Conkin Financial Group can can design, implement, communicate, and monitor the plan.
Modular Consulting Fees
For clients that don’t need a full financial plan at the moment. You can pick and choose the services that you need most.