There are 2 Ways We Can Work Together:
Investment Coaching
No account minimum requirement
0.35-0.75%
annual fee of managed assets
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Investment guidance and account management held at a reputable third-party custodian
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Ongoing investment coaching to achieve peace of mind and confidence throughout your investing journey
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Access to a Certified Financial Planner™ and educational events
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Monthly coaching webinars to address current events and market concerns
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Annual meeting to review account performance and make risk adjustments
Presidio Plan
$100,000 minimum investment requirement
$
1,350
one-time initial fee
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All Investment Coaching services plus:
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Initial 4 meeting process to build a comprehensive plan to reach your financial goals
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Additional annual services assuming account minimum is met:
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Semi-annual meetings to review our three lanes of focus: Retirement and Financial Planning, Investment Coaching, and Tax Planning
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Access to your own household portal in our financial planning software
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In-depth analysis of tax return to uncover potential tax savings opportunities
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Receive a tax prep letter to assist you with filing your taxes correctly
Comprehensive
HAVE QUESTIONS? SCHEDULE A TIME TO SPEAK WITH ONE OF OUR COACHES
Schedule a complimentary, introductory meeting to get acquainted with us.
Presidio Financial is a registered investment advisor in Texas and Louisiana.
5850 San Felipe Suite 500 Houston, TX 77057
711 W Bay Area Blvd Suite 272 Webster, TX 77598