Christine Messmer, P.C. Financial Planning Services

CONNECT

Address:

101 Oak Street
Collegeville, PA 19426

Phone:

610.489.7925

Fax/Other:

484.973.6502

Professional Services & Fee Schedule

Financial Planning

     Financial planning services may include a written plan providing alternative solutions offering the  best course of action for the desired results. Financial planning areas include: Cash Management, Risk Management, Wealth Accumulation, Retirement Planning, Tax Planning and Estate Planning.

Investment Management

     Christine Messmer, P.C. is the Registered Investment Advisor owned by Christine Messmer, CFP®. As a fee-only firm, compensation is  limited to the fee charged for services. Guided by an in-depth understanding of your personal financial situation, Ms. Messmer will professionally manage investment assets. Her goal is to provide clients with objective advice, knowledge of investments, clear explanations and the highest level of service.

Fee Schedule - Choice of three structures

     Financial Consultations  (see note below)   

           1.)  Hourly rate $220.00

     Financial Services including Investment Management:

           The greater of:

          2.)  1 % of Investment Assets, 

                excluding cash equivalents, or $500.00, paid quarterly, in arrears; or, 

          3.)  Fixed structure: Retainer fee starting at $1,500.00, paid quarterly, in arrears.

Note:

Clients who choose an hourly rate structure on an ongoing basis are subject to a maintenance fee starting at $125.00, paid quarterly, in arrears, to cover basic operational expenses.

 

All structures of compensation are subject to a cost-of-living adjustment (COLA) annually.

 

         

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck