Croak Capital›
5.0 41 reviews
“Their communication is clear and consistent, and they go above and beyond to make sure all of my questions are answered in a timely manner.”
FAQs
What are the fees?
Our fees range from .95% to 1.35% per year, depending on account size, type, and complexity. Financial Planning starts at just $250 for our tailored financial plans and that price increases with additional complexity or needs. Transparency is one of our most vital assets and we believe financial planners should always be up front with their fee structure.
Do I need a lot of money to get started with investing/retirement planning?
The short answer is no. Investing and planning for your retirement is something everyone should do, regardless of your income. Planning earlier in life makes it much easier to make those goals a reality. We want to work around your lifestyle so you can enjoy your time today and in the future.
Can I just start planning for retirement when I get older?
You can start planning whenever you want, there is no right or wrong age. The good news about starting earlier is that time and compound interest will be on your side, which means your money will be worth more later in life, and you can save less now. It may be uncomfortable, but it will make retiring much easier the earlier you start saving.
Other questions that you might have are answered on the FAQ page of our website.
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