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At Tiverton Wealth, we are a fee-only investment advisory firm. Our compensation is paid directly by our clients, and we do not receive commissions or third-party sales incentives. As a registered investment adviser, we act as fiduciaries to clients when providing advisory services. Our fee structure is designed to support advice that is focused on each client’s individual goals and circumstances. For additional details regarding our services and fees, please refer to our Form ADV or contact our team.
FLAT-FEE FINANCIAL PLANNING ENGAGEMENT
Cost - $1,500-$15,000 Flat fee
Standard of Care - Tiverton Wealth acts as a fiduciary when providing investment advisory services pursuant to an advisory agreement.
Engagement - Our team works with clients to develop a comprehensive financial plan based on their stated goals, priorities, and circumstances. The planning process may include a review of areas such as cash flow, investments, insurance, tax considerations, retirement planning, and estate planning coordination. The written plan is designed to provide guidance and educational insight to support informed financial decision-making. Clients retain discretion over whether and how to implement any recommendations and may engage service providers of their choosing.
Term of Engagement - One year. After, we can reengage again at our annual fee or shift to a monthly retainer.
ASSET MANAGEMENT ENGAGEMENT
Fee Philosophy - Our asset management fees are structured to reflect the scope and complexity of services provided. All asset management engagements include comprehensive financial planning and ongoing advisory support. As assets under management increase, fee schedules may include breakpoint reductions to account for changes in service complexity. Specific fees, including applicable breakpoints, are described in our Form ADV and agreed upon in writing prior to engagement.
Standard of Care - Tiverton Wealth acts as a fiduciary when providing ongoing investment advisory services pursuant to an advisory agreement.
Term of Engagement - Ongoing. This arrangement results in an ongoing planning relationship as long as assets are being managed by Tiverton Wealth.
The advisory fees described above represent standard maximum fee schedules and may be negotiable based on factors such as the scope of services, account size, and client circumstances. Actual fees are described in greater detail in our Form ADV and will be agreed upon in writing prior to engagement.
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