Pulse Financial Planning, LLC

Pulse Financial Planning helps healthcare professionals organize, invest, and protect their finances.

Key facts about Pulse Financial Planning:

  • Specialty working with newly attending physicians
  • Specialty in managing student loans (PSLF & other strategies)
  • Currently accepting new clients
  • Transparent fees (We never accept commissions)
  • No account minimums
  • Taken a fiduciary oath
  • CERTIFIED FINANCIAL PLANNER™ certificant
  • Complimentary consultations available for White Coat Investor readers
  • Services: Financial planning, investment management, student loan management, tax strategizing
  • Ideal Client: Physicians with families and student loans

Contact:

Rochester, MN
[email protected]
(507) 218-7707
www.pulsefinancialplanning.com

Fee Structure

Financial Planning:

 Annual Fee Billed Monthly Managed Assets
$5,000 $416.67 $0-$200k
$4,000 $333.33 $200k-$400k
$3,000 $250 $400k-$600k
$2,000 $166.67 $600k-$800k
$1,000 $83.33 $800k-$1M
Included $0 $1M+

 

  • We have no asset minimum.
  • Clients may choose to implement investment recommendations at their broker of choice (Vanguard, Schwab, Fidelity, etc.), or through our Investment Management service (below).

Investment Management:

  • For financial planning clients that wish to delegate the management of investments.
  • We implement investment portfolios through our custodian, Charles Schwab.
Asset Tier Management Fee (AUM)
$0-$500,000    0.80%
$500,001 and above    0.50%