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Olmsted Financial Group
Services
Initial consultation
No charge
Hourly
$125.00 hourly: Review documents, financial and estate plan discussions or mediate financial decisions. Retirement decumulation planning.
Assets Under Management Annual Fee
$25,000.00 - $500,000.00 1.00%
$500,000.01 - $1,000,000.00 0.75%
$1,000,000.01 + 0.50%.
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