FINANCIAL SERVICES and FEES
SERVICES and FEES
At Footlamp Financial, we offer a comprehensive service to help our clients live their best lives.
Fees
Assets Managed Our Flat Fee*
$1.5M - $3M $14,000
$3M - $5M $19,000
$5M - $10M $24,000 ​
*Plus $2,500 upfront. Fees listed above are annualized and billed quarterly in advance. The quarterly fee may be higher if you have a taxable estate, own a complex business, require additional meetings and oversight, have private investments that require analysis, own multiple rental properties, and/or otherwise have a complex financial life.
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Fees can be pulled directly from investment accounts if they do not exceed more than 2% of Assets Under Management (AUM).
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Compare our pricing to typical fee data from AdvisoryHQ.
Wealth Management is a popular term in the financial industry today, and it is being used liberally by many advisers. Our definition of wealth management is investment management, financial planning, and relationship management, offered in a consultative process.
This comprehensive model allows us to advise our clients to make wise financial decisions that align their assets with their values and goals, bringing peace of mind regarding their financial situation and legacy.
Our Services
Investment Management
Financial Planning
Relationship Management
Our work here is crucial in maximizing the probability of clients reaching financial goals.
Investment Management includes: ​
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Portfolio Design and asset allocation
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Risk tolerance alignment
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Tax-efficient investing
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Retirement income strategies
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Performance monitoring
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Client expectation:
"Help me grown and protect my money."
Our work goes far beyond investing, covering key financial areas:
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Wealth enhancement (minimizing taxes)​
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Wealth transfer (estate and legacy planning)
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Wealth protection (risk mitigation, insurance, asset protection)
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Charitable giving (philanthropic strategies)​
Client value:
"Help me achieve bigger-picture life goals efficiently and intentionally"
Proactive relationship management focuses on trust and coordination:
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Deep understanding of client values, goals, and concerns
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Regular, proactive communication
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Collaboration with other professionals (CPAs, attorneys)
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High-touch service experience
Client feeling:
"I am heard, valued, and taken care of."
Who Benefits Most From Our Services?
Our typical client profile:
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Age 50 or older
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Single or married
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Children, if any, are independent young adults or adults
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Women in a transitional phase of their lives
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Retired or within 5-10 years of retiring
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Will have Social Security and possibly a pension
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Owns a home, vacation property, and some residential rental property
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Doesn't have citizenship outside of the U.S., and doesn't own any foreign investments, accounts or real estate
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Has investable assets between $1,500,000 to $10,000,000
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Lives in the Auburn, AL area (Opelika, Dadeville, Lake Martin, Columbus, GA)
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Nice, interesting people who value:
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Having their financial house in order
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An impartial, independent leader of their financial team to help make the best financial decisions, not sell them financial products
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The attention and proactive oversight we are able to provide since we only work with a limited number of people
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Transparency
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