Embrace Our Hybrid Advisory Structure
At Lampados Financial Group, our pricing is designed with your financial growth in mind. Our Hybrid Advisory Structure combines the predictability of a fixed monthly retainer with the added incentive of performance-based rewards.
Our Approach to Pricing
Initial Onboarding Fee: $1000 This one-time fee covers the comprehensive setup of your financial plan, including initial assessments, portfolio analysis, and strategy sessions to pave the way for your financial journey.
Ongoing Partnership: A Fixed Monthly Retainer For a flat fee of $600 per month, you get continuous financial planning support, investment management, and proactive advisory services, ensuring that your financial plan stays on track and adapts to any life changes.
Success Alignment: Milestone-Based Rewards Beyond the monthly retainer, we celebrate your financial successes with you. When you reach predefined financial milestones, we share the victory through a bonus system that reflects the value we’ve added to your financial journey.
Why Choose Lampados Financial Group?
- Shared Success: Our incentives are structured to align with your financial achievements.
- Clarity and Commitment: Understand what you're paying for without any hidden costs, with a commitment to your long-term financial health.
- Focused on You: Tailored strategies that center on achieving your financial milestones.
Start Your Financial Journey With Confidence
Transparent and Upfront: Our straightforward fee structure ensures you're never in the dark. We discuss all fees upfront, so there are no surprises, only assurance.
Investing in Your Future: We're committed to creating a financial plan that not only aims to secure your future but also acknowledges and celebrates each achievement along your financial path.
Ready for a Financial Plan that Works for You?
Let's connect and discuss how we can tailor a financial strategy to your goals. With Lampados Financial Group, your financial independence is the goal that drives us.
Questions on Our Fees?
If you're curious about how our hybrid model can work for you, please reach out. We’re here to demystify financial planning and make it accessible.
Commitment to Fairness and Transparency
Our fee structure is crafted to be ethical, straightforward, and regulatory compliant, fostering trust and confidence in our relationship. For a detailed explanation of our fees, refer to our Legal & Compliance section
Embark on a financial journey where your success is the measure of ours.
Clear & transparent
We keep things simple. We disclose our costs in full, so you know exactly what you're paying. There’s no hidden costs and you'll never get an unexpected bill from us.
The only compensation we receive is the fee paid by you. We do not receive commissions or other payments from a third party for any recommendations we make.
No long-term contract
We don’t tie our clients down with long term contracts, you can opt-out at any time. There are no exit barriers and no termination fees.