Wealth management, financial planning, retirement planning or a one-time plan. We'll recommend the right fit on a call. Your fee is in writing in your agreement before you sign anything.
Your investments and your plan, managed together. For people who want the plan carried out for them.
We build your plan, manage and rebalance your portfolio in an LPL advisory account, and carry out each decision with you. Planning is included: everything in the Complex or Advanced plan. Rollover services, with the pros and cons of all 4 rollover options.
Financial planning
One flat monthly fee, set by your plan. Your income and the size of your accounts don't set your fee.
For people still building wealth who like to manage their own investments. Most clients start on Tax Strategy.
I work with high earners on taxes, equity pay and cash flow. Every plan starts with a close look at your tax return, and I'm a text away when a decision comes up.
W-2 income and a simple tax year
2 meetings a year
High earners: sales, healthcare and tech
Everything in Foundations, plus:
3 meetings a year
Business owners, executives, private equity and real estate
Everything in Tax Strategy, plus:
4 meetings a year
No setup fee. 2, 3 or 4 meetings a year by plan.
Retirement planning
One flat monthly fee, set by your plan. Each plan starts with a plan build: your full retirement income plan, delivered at your 90-day meeting.
For families within 5 years of retirement, or retired, who like to manage their own investments.
I help families nearing retirement turn savings into income, and I'm a text away when a decision comes up.
Within 5 years, or newly retired
3 meetings a year
Pensions, rental income, a business sale or large accounts
Everything in Income Plan, plus:
4 meetings a year
One-time plans
A job offer, a vest, a home purchase or another single decision, answered in writing. Bigger events like a company sale are quoted up front.
A complete written retirement plan, with no monthly fee and no assets moved.
A One Decision Plan is credited in full if you start a monthly plan within 60 days.
Guided Wealth Portfolios. Digital investing with an advisor in the background, from $5,000. The fee is shown in your custom proposal.
For employers. 401(k) plan advisory, quoted per plan.
One flat monthly fee, set by your plan: Foundations, Tax Strategy or Complex. There's no setup fee. Your income and the size of your accounts don't set your fee. We'll recommend the right fit on a call. Your fee is in writing in your agreement before you sign anything.
Retirement planning is one flat monthly fee, set by your plan: the Income Plan or the Advanced plan. Each plan starts with a plan build: your full retirement income plan, delivered at your 90-day meeting.
No. Planning is not a condition of wealth management, and wealth management is not required to buy planning.
Yes. A One Decision Plan answers a single decision in writing, such as a job offer, a vest or a home purchase. The One-Time Retirement Plan is a complete written retirement plan, with no monthly fee and no assets moved.
The Tax Strategy plan covers tax projections and year-end moves, withholding on bonuses and equity pay, and restricted stock and stock purchase plans.
Planning fees are a flat dollar amount stated in your planning agreement and billed monthly by card or bank transfer. Cancel anytime with written notice; unearned fees are refunded. Wealth management fees are a percentage of assets managed, stated in your advisory agreement; account minimums apply. Planning is not a condition of wealth management, and wealth management is not required to buy planning. Samee Aboubakare, Wealth Manager, and Nasar Aboubakare, Private Wealth Manager, are registered representatives with, and securities and advisory services are offered through, LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Sporos Wealth Management and LPL Financial are separate entities. LPL Financial representatives may discuss securities business only with residents of: AL, AZ, CA, CO, GA, IL, NJ, NV, NY, OH, OK, OR, PA, TX, WA. Check the background of your financial professional on FINRA's BrokerCheck. Advisory accounts are subject to an advisory fee, and transaction costs and fund expenses may also apply. No strategy assures a profit or protects against a loss. This material is general education, not individual tax, legal or investment advice. Please consult legal or tax professionals for your specific situation. If you buy insurance or a 529 plan through us, we may earn a commission. You're free to buy them anywhere.
