Hive Retirement offers two plans, depending if you choose Investment Management Services: 
Comprehensive Financial Planning: 

  • We create your Comprehensive Financial Plan
  • Ongoing Financial Planing - quarterly meetings focused on specific topics of your finances:
    • Tax Planning
    • Cash Flow
    • Insurance Planning
    • Retirement Planning
    • Estate Planning
  • 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 ManagementAnnual Fee
$0 - $1,000,0001.00%
$1,000,001 - $3,000,0000.50%
$3,000,001 - $5,000,0000.25%
Above $5,000,0000.15%

* For Clients participating in AUM Services with $850,000 or more in assets, Ongoing Financial Planning is included at no additional cost.