|
|
Prices
compare
services
|
| PLANNER |
Certified
Financials Planners (CFP) |
Hybrid |
RetireMite™ |
|
TYPE
|
Commission |
Fee
only |
Fee Based |
Company
Reps |
| DETAILS
What
you can expect to pay the first year with $30,000 to invest.
|
$1,900
|
$2,250
|
$3,025***
|
$2,225
|
$19.95
|
| Guarantee |
None
|
Try
it before you buy it! |
|
Here's how that breaks out: |
| Initial
Fees |
$0
to $500 |
Expect
$1,500 |
$400
to $500 |
None |
| Additional
Fees |
|
1%
to 2.50% annual charge on any assets managed for you. |
|
None |
| Commissions
& Other Charges |
Additional
2% to 5% commission (called 'load') on any investment purchases you make
PLUS annual commission bonus on mutual funds |
Additional
work @ hourly fees, normally
starting @ $150 per hour |
Additional
trading commission on any investment purchases you make
PLUS annual commission bonus on mutual funds |
Additional
2% to 5% commission (called 'load') on any investment purchases you make
PLUS annual commission bonus on mutual funds |
None.
We don't sell stocks, bonds or mutual funds. We sell the software
you need to build your retirement. |
| Typical
Minimum Initial Investments Expected From You |
$25,000
to invest in new products. |
$100,000.
Many now expect $500,000 |
$25,000 |
No
minimum required. Start investing right away. You decide how
much and when to invest. |
| Tune
Up (Portfolio Balancing) |
No
fixed fee. Additional 2% to 5% commission (called 'load') on any
investment purchases you make PLUS
annual commission bonus on mutual funds |
$500
to $750. |
$500
to $750. |
No
fixed fee. Additional 2% to 5% commission (called 'load') on any
investment purchases you make PLUS
annual commission bonus on mutual funds |
None.
Tracks your investments and growth. Predicts total investment value at retirement. Shows you what areas of the market to invest in. |
| Discounts |
None |
Discount:
Credit any trading commissions they earn to your account. |
None |
None.
We don't trade! |