Hive Retirement offers two plans, depending if you choose Investment Management Services:
Comprehensive Financial Planning:
- We create your Comprehensive Financial Plan
- Ongoing Financial Planing - meetings focused on specific topics of your finances:
- Retirement Planning
- Cash Flow / Expense Management
- Investment Review
- Tax Planning
- Estate Planning
- Insurance Review
- Rapid Response to your emergencies and sudden changes in your life
- For DIY investors who would rather invest on their own, requiring no Investment Management Services
- Starting at $7,500 per year
Comprehensive Financial Planning with Investment Management Services:
- We provide Investment Management Services in addition to the Comprehensive Financial Planning listed above
- Hive Retirement uses Altruist as your Custodial Account
- Investment positions are rebalanced quarterly based on your ideal weightings and risk tolerance
The fee for Ongoing Financial Planning with Investment Management Services is a blended rate of these brackets:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $3,000,000 | 0.50% |
| $3,000,001 - $5,000,000 | 0.30% |
| $5,000,001 - $10,000,000 | 0.10% |
| Above $10,000,000 | Negotiated |
* For Clients participating in AUM Services with $850,000 or more in assets, Ongoing Financial Planning is included at no additional cost.
