Broad Impact
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mfp.
brokerage account
0$1% annual feeFree Plan- no planning fee
- no account minimums
- trusts (U.S. domestic only)
- complete transfers with mobile app
- socially responsible investing
individual
35$Every month$35 month ($420 annually)Valid for 12 months- customized financial plan
- short & long term goal planning
- student loan paydown strategies
- credit analysis | wealth planning
- first time home buyer readiness
- retirement planning
- traditional | roth | sep IRA's
household.
50$Every month$50 month ($600 annually)Valid for 12 months- includes: partner & children
- legacy planning
- college planning
- pension planning
- family governance
- planning as caregivers
- charity planning